Clio + Paperform

Create new Clio matters from Paperform form submissions

Easily streamline your legal case management process with this Paperform-Clio workflow. When a new form submission is received in Paperform, a corresponding matter is created in Clio, helping you keep track of important case information without manual data entry. With this automation in place, you'll save time and ensure consistency between your form submissions and case records.

When this happens...
New Form Submission
Triggers when a new submission is received for a form.
TriggerInstant
automatically do this!
Create Matter
Creates a new matter.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- FormRequired
- CodeRequired
- Enabled
- TargetRequired
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- Form
- Form Partial Submission IDRequired
Action
Write
- Form
- Form Submission IDRequired
Action
Write
- Space NameRequired
Action
Write

- FormRequired
- Title
- Description
- Disabled
- Custom Slug
- Space
Action
Write
- FormRequired
- Form ProductRequired
- Name
- Price
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write

- FormRequired
- Form ProductRequired
- SoldRequired
Action
Write
- FormRequired
- Form Field TitleRequired
Action
Search
- Form IDRequired
- Form Field TitleRequired
Action
Search
- Space NameRequired
Action
Search
- Space NameRequired
- Space NameRequired
Action
Search or write
New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- Contact Type
Trigger
Instant
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New Matter
Triggers when a new matter is created.
Trigger
Instant
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New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
Action
Write
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- MatterRequired
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search ValueRequired
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write

- FormRequired
Trigger
Instant
Try It
- FormRequired
- Coupon CodeRequired
Action
Write
- FormRequired
- Form ProductRequired
Action
Write
- FormRequired
- FieldRequired
- SKURequired
- NameRequired
- PriceRequired
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write
- FormRequired
- Coupon CodeRequired
- Enabled
- TargetRequired
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- FormRequired
- FieldRequired
- TitleRequired
- Description
- Required
- Custom Key
- Placeholder
Action
Write
- FormRequired
- Form ProductRequired
- Available QuantityRequired
Action
Write
- SpaceRequired
- Space NameRequired
Action
Write
- Form TitleRequired
- Space
Action
Search
- FormRequired
- Form Product NameRequired
Action
Search
- FormRequired
- Form Product NameRequired
- FieldRequired
- SKURequired
- NameRequired
- PriceRequired
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Search or write
New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- EventRequired
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write
- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write

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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.

Learn more

Related categories

Forms & Surveys

Clio + Paperform

Create new Clio matters from Paperform form submissions

New Partial Form Submission

Create Form Coupon

Delete Form Partial Submission

Delete Form Submission

Create Space

Update Form

Update Form Product

Update Form Product Sold

Find Form Field

Find Product Form Field

Find Space

Find or Create Space

New Bill

New Calendar Entry

New Contact

New Matter

New Matter Note

Task Status Updated

Update Company Contact

Create Communication

Create Expense Entry (Activity)

Create Matter

Create Person Contact

Create Time Entry (Activity)

Update Matter

Upload Document to Matter

Find Bill

Find Contact by Custom Field

Find Newest Matter by Client Email

Find Person Contact

Find or Create Company Contact

Find or Create Person Contact

New Form Submission

Delete Form Coupon

Delete Form Product

Create Form Product

Update Form Coupon

Update Form Fields

Update Form Product Available Quantity

Update Space

Find Form

Find Form Product

Find or Create Product

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

New Task

Assign Task Template List

Create Calendar Entry

Create Company Contact

Create Matter Folder

Create Matter Note

Create Task

Update Person Contact

Update Task

API Request (Beta)

Find Company Contact

Find Matter

Find Matter by Custom Field

Find User

Find or Create a Matter

About Clio

Related categories

Similar apps

Zapier Interfaces

About Paperform

Related categories

Similar apps

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Jotform

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