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Can I Use Zapier to Help With Client Intake?

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.

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