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.
Triggers when any new response comes in.
Creates a new task.
Triggers when any comment is added after the survey.
Creates a new matter.
Triggers when a respondent selects a certain response.
Creates a person contact.
Triggers when a new task is created.
Creates a new matter note.
Triggers when a new matter is created.
Updates an existing person contact.
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