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Clio + SurveyMonkey

Create new SurveyMonkey contacts from Clio's new contacts

Easily manage your contacts across platforms with this Clio and SurveyMonkey integration. When a new contact is added in Clio, this workflow will automatically create a contact in SurveyMonkey, ensuring a seamless and organized process for your customer database. Save time and effort by streamlining the handling of your contacts.

Easily manage your contacts across platforms with this Clio and SurveyMonkey integration. When a new contact is added in Clio, this workflow will automatically create a contact in SurveyMonkey, ensuring a seamless and organized process for your customer database. Save time and effort by streamlining the handling of your contacts.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    SurveyMonkeySurveyMonkey
    Create Contact

    Creates a new contact in your address book.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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surveymonkey logo
surveymonkey logo

About SurveyMonkey

SurveyMonkey is the easiest way to create surveys and get answers. SurveyMonkey lets you whip up a survey quickly and get targeted answers from the audience you want to ask.

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