Clio + Notion + WPForms Integrations

How to connect Clio + Notion + WPForms

Zapier lets you send info between Clio and Notion and WPForms automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with Clio + Notion + WPForms

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Clio, Notion, and WPForms. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

  • 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 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 Matter

    Triggers when a new matter is created.

    Trigger
    Instant
    Try It

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How Clio + Notion + WPForms Integrations Work

  1. Step 1: Authenticate Clio, Notion, and WPForms.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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)

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notion logo
notion logo

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Learn moreHelp

Related categories

  • Task Management
wpforms logo
wpforms logo

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
Help

Related categories

  • Forms & Surveys
  • WordPress

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