Create new contact and matter in Clio from new Growform submission
Create new contact and matter in Clio from new Growform submission
Create new contacts and matters in Clio when potential clients submit forms via Growform. This accelerates your onboarding process, ensuring you capture essential client information quickly and efficiently.
Workflow preview:
Zap details:
Overview
Create new contacts and matters in Clio when potential clients submit forms via Growform. This accelerates your onboarding process, ensuring you capture essential client information quickly and efficiently.