Connect Clio and Gravity Forms to unlock the power of automation
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Set up your first integration
Quickly connect Clio to Gravity Forms with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Gravity 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 "Create Entry" in Gravity Forms.
You’re connected!
Zapier seamlessly connects Clio and Gravity 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 Gravity Forms
Streamline client data collection for matters
When a new Gravity Form is submitted, Zapier can automatically create a new contact in Clio with the provided details. This workflow simplifies workflows for business owners, ensuring that every submission is accounted for in Clio without the need for manual entry, streamlining client onboarding and organization.
Business OwnerCapture marketing queries into the legal pipeline
When someone submits a marketing inquiry through a Gravity Form, Zapier ensures the data is transferred as a new matter in Clio. It integrates marketing leads directly into your legal management system, offering a seamless bridge between marketing efforts and legal operations.
Marketing & Marketing OpsAutomatically schedule tasks for new matters
When a new matter is created in Clio, Zapier can automatically trigger Gravity Forms to submit a task entry. This ensures your team has all essential tasks scheduled quickly, aligning with project timelines and removing manual backlog creation.
Project ManagementLearn how to automate Gravity Forms on the Zapier blog
Frequently Asked Questions about Clio + Gravity Forms integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Gravity Forms
How do I integrate Clio with Gravity Forms?
To integrate Clio with Gravity Forms, use our automation platform to set up a workflow. First, create a new Zap in your account. Then choose Gravity Forms as the trigger app and select 'New Form Submission' as the trigger. Next, choose Clio as the action app and set 'Create Matter' or 'Create Contact' as actions based on your needs.
Can I set up a two-way sync between Clio and Gravity Forms?
Currently, we support a one-way data transfer from Gravity Forms to Clio via triggers like 'New Form Submission.' You can create separate processes for syncing updates back to Gravity Forms using different triggers or manual updates.
What kind of data can be transferred from Gravity Forms to Clio?
With our integration, you can transfer form submission data such as client names, contact details, and case information directly into Clio using actions like 'Create Contact' or 'Create Matter.'
Will I need any coding skills to integrate Clio with Gravity Forms?
No coding skills are required. Our user-friendly interface guides you through selecting triggers and actions in both apps without needing any programming knowledge.
Are there any limitations when using the integration between Clio and Gravity Forms?
One limitation is that the integration currently only supports one-way sync from Gravity Forms to Clio. Additionally, while setting up workflows, ensure your form fields in Gravity correspond correctly to those in Clio for accurate data mapping.
How often does data sync between Gravity Forms and Clio?
Data synchronizes based on form submissions in real-time when you use the 'New Form Submission' trigger in your integration setup. Each form submission will immediately prompt an action within your designated flow in Clio.
What should I do if my data isn’t transferring correctly between Gravity Forms and Clio?
If you're experiencing issues with data transfer, first check your workflow configuration for any incorrect field mappings or missing required fields. You can also refer to our troubleshooting guide for more detailed problem-solving steps.
