Create new Clio contacts from Gravity Forms submissions
Effortlessly keep your client information up to date with this seamless workflow. When a new form submission is received in Gravity Forms, a new contact will be created in Clio. Save valuable time and ensure consistent client data across your platforms with this efficient automation.
Effortlessly keep your client information up to date with this seamless workflow. When a new form submission is received in Gravity Forms, a new contact will be created in Clio. Save valuable time and ensure consistent client data across your platforms with this efficient automation.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Person Contact
Creates a person contact.
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