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Find a User in Clio when New Submission in Jotform
Create Task in Clio when New Submission in Jotform
Update Person Contact in Clio when New Submission in Jotform
Create Matter Note in Clio when New Submission in Jotform
Create Company Contact in Clio when New Submission in Jotform
Create Calendar Entry in Clio when New Submission in Jotform
Create Matter Folder in Clio when New Submission in Jotform
Assign Task Template List in Clio when New Submission in Jotform
Find Matter in Clio when New Submission in Jotform
Update Task in Clio when New Submission in Jotform
Triggers when a new submission has been added to a specific form.
Triggers when a new matter is created
Triggers when a new activity is created
Triggers when the state of bill has changed
Triggers when a new bill is created
Triggers when a new calender entry is created
Lists an existing form file.
Get an existing form subimissions.
List an existing user form.
Delete an existing user report.
Delete a single existing submission.
Delete an existing form.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
Learn MoreClio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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