Connect Jotform to Clio
Automate contact creation and task management between Jotform and 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.
Integraation avulla voit:
- 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
Create your first workflow with Clio
Jotform is trusted by 25+ million users
Mikä on Jotform?
Power up your workflow with Jotform
Create online forms to collect e-signatures, payments, and more. Manage submissions with Jotform's powerful data management and automation tools.
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Get started with 10,000+ templates
Choose a free template to customize with our drag-and-drop builder. Then share or embed it with no coding required!
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Tee yhteistyötä tiimisi kanssa
Seamlessly collaborate on submission data with your team. Add automated approval flows, notification emails, and integrations to keep your team in the loop.
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“Jotform has made my job a lot easier.”
Jotform is a fantastic tool to quickly and easily create forms for all occasions! It's easy to use, and the customer service, especially through the forum, allows you to quickly get in touch with technicians who can rapidly solve problems and answer questions. Jotform has made my job a lot easier.
François Laplante-Lévesque,
Research advisor (University)