Clio + SurveyMethods
Create survey invitations in SurveyMethods for new Clio activities
Effortlessly stay on top of client feedback with this Clio-SurveyMethods integration. Upon detecting a new activity in your Clio app, this workflow will send out a survey invitation using SurveyMethods. This way, you save time and ensure timely responses from your clients, leading to better insights and improved client relations.
Effortlessly stay on top of client feedback with this Clio-SurveyMethods integration. Upon detecting a new activity in your Clio app, this workflow will send out a survey invitation using SurveyMethods. This way, you save time and ensure timely responses from your clients, leading to better insights and improved client relations.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send a Survey Invitation
Send a survey invitation to an email address.
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About Clio
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.
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About SurveyMethods
SurveyMethods is a powerful and easy-to-use online survey software tool for survey creation, deployment and analysis.
