Clio + Delighted
Create matter folders in Clio for new Delighted responses
Effortlessly manage client feedback by connecting Delighted and Clio with this seamless workflow. Whenever a new response is received in Delighted, this integration will create a Matter Folder in Clio, ensuring that all relevant information is organized and readily available. Streamline your process, save time, and stay focused on providing exceptional client services.
Effortlessly manage client feedback by connecting Delighted and Clio with this seamless workflow. Whenever a new response is received in Delighted, this integration will create a Matter Folder in Clio, ensuring that all relevant information is organized and readily available. Streamline your process, save time, and stay focused on providing exceptional client services.
- When this happens...New Response
Triggers when a new response is received in this Delighted Project.
- automatically do this!Create Matter Folder
Creates a new folder in a matter.
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New Response
Triggers when a new response is received in this Delighted Project.
Try ItPerson ID
EmailRequired
Phone Number
Name
Properties
EmailRequired
Name
Last Sent At
Person ID
Email
Phone Number
New Unsubscribe
Triggers when a person unsubscribes from Delighted surveys.
Try ItPerson ID
Email
Phone NumberRequired
Name
Properties
Person IDRequired
Created At
ScoreRequired
Comment
Properties
Person ID
Email
Phone Number
