Create new client contact and matter in Clio, and notify team in Slack

Create new client contacts and matters from Jotform submissions while notifying your team in Slack. This ensures faster onboarding and keeps everyone informed with the necessary details.

Create new client contact and matter in Clio, and notify team in Slack

Workflow preview:

Zap details:

Overview

Create new client contacts and matters from Jotform submissions while notifying your team in Slack. This ensures faster onboarding and keeps everyone informed with the necessary details.

Create new client contact and matter in Clio, and notify team in Slack