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 30 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 person.
Triggers when any comment is added after the survey.
Creates a new contact note
Triggers when a respondent selects a certain response.
Creates a new company.
Triggers when a new activity is created.
Creates a new matter note
Triggers when a new calendar entry is created.
Creates a new communication.
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