Clio + Zapier Forms
Create new Clio persons contacts from new Zapier Forms form submissions
Streamline your legal work process using this simple workflow. When a new form submission is made in Zapier Forms, this automation instantly creates a new person contact in your Clio app. This ensures all your data is consistently updated, letting you focus more on your clients and less on data entry.
Streamline your legal work process using this simple workflow. When a new form submission is made in Zapier Forms, this automation instantly creates a new person contact in your Clio app. This ensures all your data is consistently updated, letting you focus more on your clients and less on data entry.
- When this happens...Form Submission Created
Triggers when a new form submission is created.
- automatically do this!Create Person Contact
Creates a person contact.
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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.
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About Zapier Forms
Zapier Forms is an automated way to collect data and integrate your form with workflows that can connect to 8,000+ apps.