How to connect forms.app + Clio
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Triggers when a new bill is created.Try ItTriggerInstant
New Calendar Entry
Triggers when a new calendar entry is created.Try ItTriggerInstant
Triggers when a new activity is created.Try ItTriggerInstant
Bill State Updated
Triggers when the state of a bill has changed.Try ItTriggerInstant
Triggers when a new communication is created.Try ItTriggerInstant
Triggers when a new document is created.Try ItTriggerScheduled
How forms.app + Clio Integrations Work
- Step 1: Authenticate forms.app and Clio.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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