Verbinden Sie Jotform mit Clio

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. Organize your legal cases better with this workflow, enabling you to focus on more important elements of your legal practice.

Verwenden Sie diese Integration, um

• Create new person contacts in Clio from new submissions in Jotform
• Create new Clio matters for new Jotform submissions
• Create new Clio contacts from new Jotform submissions