Clio For Gravity Forms

Connect Clio Account

Easily connect your Gravity Forms to Clio using OAuth 2.0 for secure and efficient integration. You can connect multiple Clio accounts to Gravity Forms, allowing you to manage submissions from various forms all in one place.

Clio Feeds

Create feeds to automatically send Gravity Forms submissions to Clio. Choose any Clio entity (e.g., contacts, matters) and map your form fields to the corresponding Clio fields. You have the flexibility to send multiple form fields to a single Clio field to streamline your data entry.

Clio Fields

This addon supports all types of Clio fields, including dropdowns, multi-selects, and files. You can directly import field options from Clio for dropdown fields, ensuring accurate and consistent data mapping.

Filter Gravity Forms Entries

Decide whether to send all Gravity Forms submissions to Clio or filter entries based on user input. For instance, you can set conditions to only send entries to Clio if they meet specific criteria, such as a particular location or service type.

Manually Send Entries to Clio

Automatically send Gravity Forms submissions to Clio when users submit forms, or manually push specific entries to Clio whenever needed. This provides you with full control over the data transfer process.

Clio Submission Logs

Keep track of all form submissions with detailed logs showing which entries have been successfully sent to Clio. You can also easily resend any entries that may have failed, ensuring no data is lost.

Full Synchronization

All Gravity Forms entries remain fully synchronized with Clio. Any updates made to a form entry will automatically update the corresponding record in Clio, keeping your CRM data accurate and up-to-date.

Error Reporting

Receive email notifications if any errors occur during data transfer to Clio. These alerts contain detailed information to help you quickly resolve issues and maintain a smooth workflow.

Send Data as Notes

Send multiple form fields as notes within Clio entities like contacts or matters. This feature allows you to append detailed information from form submissions directly to relevant records in Clio, enriching your CRM data.