Clio + DocupletionForms

Create communications in Clio from new forms submitted in DocupletionForms

You can zap form data into Clio in a multitude of ways.

You can zap form data into Clio in a multitude of ways.

  1. When this happens...
    DocupletionFormsDocupletionForms
    New Form Submitted

    Triggers when a new form is submitted.

    TriggerInstant
  2. automatically do this!
    ClioClio
    Create Communication

    Creates a new communication.

    ActionWrite
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Supported triggers and actions

  • DocupletionForms triggers, actions, and search

    New Form Submitted

    Triggers when a new form is submitted.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Bill

    Triggers when a new bill is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Document

    Triggers when a new document is created.

    Trigger
    Scheduled
    Try It
clio logo
clio logo

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 integrationsZapier Interfaces integrations

Zapier Interfaces

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

About DocupletionForms

DocupletionForms is a conditional logic contact form program to build and manage your online forms.

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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