Receive client info, create matters, and notify team in Slack from Google Forms
Receive client info, create matters, and notify team in Slack from Google Forms
Manage client information by capturing new Google Forms responses, creating contacts and matters in Clio, and notifying your team via Slack for timely communication and organization.
Workflow preview:
Zap details:
Overview
Manage client information by capturing new Google Forms responses, creating contacts and matters in Clio, and notifying your team via Slack for timely communication and organization.