Clio + Jotform
Create new Clio contacts from new Jotform submissions
Effortlessly streamline your administrative tasks with this workflow. When a new submission is received on Jotform, it instantly creates a company contact in your Clio account. This seamless automation ensures your contact information in Clio stays up-to-date without manual intervention, saving time and increasing accuracy.
Effortlessly streamline your administrative tasks with this workflow. When a new submission is received on Jotform, it instantly creates a company contact in your Clio account. This seamless automation ensures your contact information in Clio stays up-to-date without manual intervention, saving time and increasing accuracy.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Company Contact
Creates a company contact.
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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.
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About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
