Objective:
- Determine how to use Zapier for Client Intake
- Learn how to automate the Client Intake process with Zapier and Clio
Environment:
- Clio Manage
- Zapier
Additional Information:
Click here to view Zapier's webpage.
Answer:
Yes, you can use Zapier to trigger the creation of a Contact in Clio. Click here to learn how to use Google Forms, Zapier and Clio to streamline Client Intake.