Clio and Gravity Forms integration
Automate Clio + Gravity Forms workflows
Connect Clio and Gravity Forms to automate client intake workflows. Sync form submissions directly into Clio cases, eliminating manual data entry and accelerating your legal practice's efficiency.
Capabilities
Triggers & Actions
Every event and operation available when connecting Clio and Gravity Forms — from both apps.
Bills Events (Instant)
Calendar Entries Events (Instant)
Communications Events (Instant)
Contacts Events (Instant)
Documents Events (Instant)
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
Connect Clio
Authenticate Clio in Latenode's Credentials panel. You'll need access to your Clio account and permissions to create connections.
Connect Gravity Forms
Add Gravity Forms credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Clio + Gravity Forms automation
Choose a trigger and an action to build your workflow.
When this happens in Clio...
...do this in Gravity Forms
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Clio and Gravity Forms. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About Clio
Clio is a cloud-based legal practice management software designed to streamline the operations of law firms. It provides tools for case management, document management, time tracking, billing, and client collaboration. With Clio, users can organize their cases, automate billing processes, and enhance client communication, all from one intuitive platform. The software integrates with various applications, allowing legal professionals to optimize their workflow and focus on providing exceptional service to their clients.
Learn moreAbout Gravity Forms
Gravity Forms is a powerful form-building plugin for WordPress that allows users to create advanced forms with ease. With features like drag-and-drop field management, conditional logic, and multi-page forms, it empowers users to collect data efficiently. Integrate seamlessly with various third-party services, automate workflows, and manage submissions effortlessly, making it a comprehensive solution for businesses and individuals looking to enhance their data collection processes.
Learn moreStart automating Clio + Gravity Forms today
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