Typeform + Clio + ActiveCampaign Integrations
How to connect Typeform + Clio + ActiveCampaign
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Do even more with Typeform + Clio + ActiveCampaign
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Typeform, Clio, and ActiveCampaign. And don’t forget that you can add more apps and actions to create complex workflows.
New EntryTriggers when a form is submitted.Trigger- Create an Empty FormCreates a new empty form.Action
- Duplicates an Existing FormDuplicates an existing formAction
- Update Dropdown, Multiple Choice or Ranking Question OptionsUpdate Dropdown, Multiple Choice or Ranking Question OptionsAction
- Lookup ResponsesLooks up responses for a given criteria.Action
New ActivityTriggers when a new activity is created.Trigger- New BillTriggers when a new bill is created.Trigger
- Bill State UpdatedTriggers when the state of a bill has changed.Trigger
- Clio
Triggers when a new calendar entry is created.
Instant
Trigger
- Clio
Triggers when a new communication is created.
Instant
Trigger
- Clio
Triggers when a new contact is created.
Instant
Trigger
- Clio
Triggers when a new document is created.
Scheduled
Trigger
- Clio
Triggers when a new matter is created.
Instant
Trigger
- Clio
Triggers when the status of a matter has changed.
Instant
Trigger
- Clio
Triggers when a new matter note is created.
Scheduled
Trigger
- Clio
Triggers when a new task is created.
Instant
Trigger
- Clio
Triggers when the status of a task has changed.
Instant
Trigger
- Clio
Assign a Task Template List.
Scheduled
Action
- Clio
Updates an existing company contact.
Scheduled
Action
- Clio
Creates a new calendar entry.
Scheduled
Action
- Clio
Creates a new communication.
Scheduled
Action
- Clio
Creates a company contact.
Scheduled
Action
- Clio
Creates a new expense entry.
Scheduled
Action
- Clio
Creates a new folder in a matter.
Scheduled
Action
- Clio
Creates a new matter.
Scheduled
Action
- Clio
Creates a new matter note.
Scheduled
Action
- Clio
Creates a person contact.
Scheduled
Action
- Clio
Creates a new task.
Scheduled
Action
- Clio
Creates a new time entry.
Scheduled
Action
- Clio
Updates an existing person contact.
Scheduled
Action
- Clio
Update an existing matter.
Scheduled
Action
- Clio
Updates a task.
Scheduled
Action
- Clio
Upload document to matter.
Scheduled
Action
- Clio
Finds a Bill by Client ID, Matter ID or Invoice number.
Scheduled
Action
- Clio
Find a Company Contact, by name, email or phone number.
Scheduled
Action
- Clio
Find newest contact by custom field.
Scheduled
Action
- Clio
Find a matter by number, display number, description, or client name.
Scheduled
Action
- Clio
Find newest matter by client email.
Scheduled
Action
- Clio
Find newest matter by custom field.
Scheduled
Action
- Clio
Find a person contact by first name, last name, email or phone number.
Scheduled
Action
- Clio
Find a user by name.
Scheduled
Action
- Clio
Find or Create Company Contact
Scheduled
Action
- Clio
Find or Create a Matter
Scheduled
Action
- Clio
Find or Create Person Contact
Scheduled
Action
- ActiveCampaign
Triggers when a Custom Object record is created or updated.
Instant
Trigger
- ActiveCampaign
Triggers when a custom object record is deleted in ActiveCampaign
Instant
Trigger
- ActiveCampaign
Triggers when a deal task has been completed.
Instant
Trigger
- ActiveCampaign
Triggers when a new account is added or an existing account's details are updated.
Instant
Trigger
- ActiveCampaign
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Instant
Trigger
- ActiveCampaign
Triggers when a contact email address bounces from a sent campaign.
Instant
Trigger
- ActiveCampaign
Triggers when a contact clicks a link in a campaign message (will only run once for each unique link).
Instant
Trigger
- ActiveCampaign
Triggers when a contact opens a campaign (will trigger once per contact per campaign).
Instant
Trigger
- ActiveCampaign
Triggers when a new campaign starts sending.
Instant
Trigger
- ActiveCampaign
Triggers when a contact unsubscribes as a result of a campaign email sent to them.
Instant
Trigger
- ActiveCampaign
Triggers when a new contact note is added.
Instant
Trigger
- ActiveCampaign
Triggers when a new contact task is created.
Instant
Trigger
- ActiveCampaign
Triggers when a new deal note is created.
Instant
Trigger
- ActiveCampaign
Triggers when a new deal task is created.
Instant
Trigger
- ActiveCampaign
Triggers when a new deal is created or existing deal is updated.
Instant
Trigger
- ActiveCampaign
Triggers when a new contact is added to a list.
Instant
Trigger
- ActiveCampaign
Triggers when an existing contact details are updated.
Instant
Trigger
- ActiveCampaign
Triggers when a new contact is added or existing contact's details are updated.
Instant
Trigger
- ActiveCampaign
Triggers when a a Tag is added or removed from a Contact
Instant
Trigger
- ActiveCampaign
Creates a new account.
Scheduled
Action
- ActiveCampaign
Updates an account.
Scheduled
Action
- ActiveCampaign
Creates a new contact, or updates an existing contact.
Scheduled
Action
- ActiveCampaign
Creates a new deal.
Scheduled
Action
- ActiveCampaign
Adds an existing contact into any automation.
Scheduled
Action
- ActiveCampaign
The contact will be removed from this active automation
Scheduled
Action
- ActiveCampaign
Creates and sends a new campaign.
Scheduled
Action
- ActiveCampaign
Adds a contact to an ActiveCampaign account
Scheduled
Action
- ActiveCampaign
Adds new contact note.
Scheduled
Action
- ActiveCampaign
Add or remove a tag from a Contact
Scheduled
Action
- ActiveCampaign
Creates or updates a contact task
Scheduled
Action
- ActiveCampaign
Creates a new custom object record or update an existing record
Scheduled
Action
- ActiveCampaign
With a deal ID and a contact ID set the corresponding contact as a secondary on the deal. Optionally set the role. If the Deal has no Primary contact set, this contact will be set as Primary if you DO NOT select a role.
Scheduled
Action
- ActiveCampaign
Creates a new deal.
Scheduled
Action
- ActiveCampaign
Adds a note to a deal.
Scheduled
Action
- ActiveCampaign
Creates or updates a deal task
Scheduled
Action
- ActiveCampaign
Updates an existing deal.
Scheduled
Action
- ActiveCampaign
Subscribes a Contact to a List it is not currently associated with, or Unsubscribes a Contact from a list is currently associated with.
Scheduled
Action
- ActiveCampaign
Creates a custom website or application event.
Scheduled
Action
- ActiveCampaign
Finds account by name.
Scheduled
Action
- ActiveCampaign
Finds a contact by email address or ID.
Scheduled
Action
- ActiveCampaign
Finds a contact task.
Scheduled
Action
- ActiveCampaign
Finds an existing deal by title or email.
Scheduled
Action
- ActiveCampaign
Looks for a Deal and if found, returns the User that owns the Deal
Scheduled
Action
- ActiveCampaign
Finds a deal task.
Scheduled
Action
- ActiveCampaign
Finds a user by email address.
Scheduled
Action
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How Typeform + Clio + ActiveCampaign Integrations Work
- Step 1: Authenticate Typeform, Clio, and ActiveCampaign.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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