Connect Jotform and Clio to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Jotform with Clio - no code necessary. See how you can get setup in minutes.

Select a trigger from Jotform

A trigger is an event that starts your Zap and runs the workflow. For example, with Jotform, a trigger could be "New Submission."
A trigger is the event that kicks off your automated workflow.

Setup an action from Clio

An action is what takes place after the automation is triggered. For example, with Clio, the action could be "Assign Task Template List."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Jotform to Clio

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Jotform to Clio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Jotform + Clio integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jotform and Clio

To integrate Clio with Jotform, you need to create a Zap that connects both applications. Start by selecting Clio as the trigger app and choose an event such as 'New Contact or Matter'. Then, select Jotform as the action app and choose an action event like 'Create Form Entry'. This setup allows data from new contacts or matters in Clio to seamlessly create form entries in Jotform.

In our integration between Clio and Jotform, you can use triggers such as 'New Contact', 'New Matter', or 'New Communication' in Clio. These will kickstart workflows where relevant data is pushed into Jotform for the next steps.

When integrating Clio with Jotform through our platform, you can perform actions like creating a new form entry or updating an existing form. This ensures that information from Clio's records is effectively logged within your Jotforms without manual input.

Yes, you can automate this process by setting up a Zap where Jotform serves as the trigger app with events such as 'New Form Submission', and then set an action in Clio like 'Create New Contact'. This allows all submitted data from your forms to automatically create client records in your Clio account.

Our integration supports updates to existing form entries. For instance, if there is a change in contact details within Clio, you can set up your automation so that these updates are reflected accordingly on respective entries within your Jotforms.

If any errors occur while syncing data between these apps, we send notifications directly through our platform dashboard and via email. You will receive details about what went wrong, allowing you to swiftly address any issues and ensure smooth operation of your Zaps.

Yes, customization is part of what we offer. When setting up your Zaps involving Clio and Jotform, you can determine exactly which fields from one application should populate fields in the other. This allows maximum flexibility tailored to how you manage client information.

Connect Jotform and Clio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Form
      Required
    Trigger
    Instant
    Try It
    • Select a form
      Required
    • Asignee email
      Required
    • Invitation Message
    • Assignee Permission
    Action
    Write
    • Select a form
      Required
    Action
    Write
  • Clio triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It