Send surveys in SurveyMonkey for new Clio activities
Effortlessly gather client feedback with this Clio and SurveyMonkey workflow. Whenever there's a new activity in Clio, a survey will be sent through SurveyMonkey to collect valuable insights. Enhance your legal practice's client satisfaction and make data-driven decisions with this seamless automation.
Effortlessly gather client feedback with this Clio and SurveyMonkey workflow. Whenever there's a new activity in Clio, a survey will be sent through SurveyMonkey to collect valuable insights. Enhance your legal practice's client satisfaction and make data-driven decisions with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send Survey
Send a survey invitation to one or more contacts and/or emails.
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