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Clio + SurveyMonkey

Create and send SurveyMonkey surveys for new Clio contacts

Effortlessly gather feedback from new clients in Clio by sending them a customized survey through SurveyMonkey. This automation will activate whenever you add a new contact, instantly delivering a SurveyMonkey survey to their email. Acquire valuable insights, improve your services, and save time with this simple workflow.

Effortlessly gather feedback from new clients in Clio by sending them a customized survey through SurveyMonkey. This automation will activate whenever you add a new contact, instantly delivering a SurveyMonkey survey to their email. Acquire valuable insights, improve your services, and save time with this simple workflow.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    SurveyMonkeySurveyMonkey
    Send Survey

    Send a survey invitation to one or more contacts and/or emails.

    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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