1.Captures new submission and maps fields
Integrate JotForm and form field mapping tools to capture the submission and map key intake fields to contact data.
Create client contacts and tasks from intake form
Automatically capture new form submissions across JotForm and Clio. Create and update when person or company paths qualifyβso you can create contacts, generate follow-up tasks, and route intake attention without manual data entry.
How this automation creates client contacts and follow-up tasks
When new intake submissions arrive, delays can stall contact setup and follow-up coverage. This automation processes submissions, finds or creates Clio contacts, and creates intake follow-up tasksβso your team responds fast.
Jotformor swap with your favorite app
2.Routes to person or entity path
Integrate Filter by Zapier and decision rules to route the submission by responder type and continue only for qualifying records.
Filter by Zapieror swap with your favorite app
3.Finds contact in Clio
Integrate Clio and contact lookup tools to search for existing Person records by email and name or Entity records by company name.
Clioor swap with your favorite app
4.Creates missing contact in Clio
Integrate Clio and CRM record creation to create a Person or Company contact and store the intake reference in a custom field.
5.Creates follow-up task
Integrate Clio and task planning tools to create a follow-up task for the configured intake owner with instructions and a relative due date.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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