YesInsights

YesInsights + Clio Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect YesInsights and Clio, with as many as 45 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect YesInsights + Clio and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Response

Triggers when any new response comes in.

Create Task

Creates a new task.

New Comment

Triggers when any comment is added after the survey.

Create Matter

Creates a new matter.

New Selected Response

Triggers when a respondent selects a certain response.

Create Person Contact

Creates a person contact.

New Task

Triggers when a new task is created.

Create Matter Note

Creates a new matter note.

New Matter

Triggers when a new matter is created.

Update Person Contact

Updates an existing person contact.

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YesInsights allows you to create one-click surveys for your team or clients, giving you actionable feedback to move your business forward.

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.

See Clio Integrations

Connect YesInsights + Clio

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