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Launch your first automated workflow
Start with a template that brings Clio and Google Forms together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Google Forms - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "API Request (Beta)" in Google Forms.
You’re connected!
Zapier seamlessly connects Clio and Google Forms, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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Practical ways you can use Clio and Google Forms
Create Clio calendar entries from Google Form submissions.
When a new Google Form response is received, Zapier automatically creates a calendar entry in Clio based on the supplied details. This prevents scheduling errors and ensures appointments or deadlines are always captured without manual effort.
Business OwnerLog Google Form inquiries as Clio tasks.
Whenever a Google Form submission is received, Zapier automatically creates a task in Clio linked to the appropriate client or matter. This ensures each inquiry is tracked and actioned efficiently, improving task visibility and resolution times.
Customer Support Ops
Update client details in Clio via Google Form responses.
When a Google Form submission is received, Zapier updates or creates a person contact in Clio with the provided details, ensuring client records remain accurate and up-to-date. This streamlines database management and reduces manual data entry.
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