Create tasks in Clio from new Squarespace form submissions
Streamline your client onboarding process by connecting Squarespace and Clio with this efficient automation. Whenever there's a new form submission in Squarespace, it will create a task in Clio, helping cut down on manual data entry and ensuring consistent follow-ups. Stay organized and improve your legal practice's productivity by setting up this time-saving workflow.
Streamline your client onboarding process by connecting Squarespace and Clio with this efficient automation. Whenever there's a new form submission in Squarespace, it will create a task in Clio, helping cut down on manual data entry and ensuring consistent follow-ups. Stay organized and improve your legal practice's productivity by setting up this time-saving workflow.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Create Task
Creates a new task.
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