.svg){kind=icon}
How to connect Google Forms and Clio
Create a New Scenario to Connect Google Forms and Clio
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google Forms, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Forms or Clio will be your first step. To do this, click "Choose an app," find Google Forms or Clio, and select the appropriate trigger to start the scenario.
Add the Google Forms Node
Select the Google Forms node from the app selection panel on the right.
+
1
Google Forms
Configure the Google Forms
Click on the Google Forms node to configure it. You can modify the Google Forms URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Clio Node
Next, click the plus (+) icon on the Google Forms node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
1
Google Forms
⚙
+
2
Clio
Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the Google Forms and Clio Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Google Forms and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Clio
1
Trigger on Webhook
⚙
2
Google Forms
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Google Forms, Clio, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Google Forms and Clio integration works as expected. Depending on your setup, data should flow between Google Forms and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Google Forms and Clio
Google Forms + Google Sheets + Clio: When a new form is submitted in Google Forms, the data is added as a new row in Google Sheets. Subsequently, a new contact is created in Clio with the information from the Google Sheet.
Google Forms + Slack: When a new client intake form is submitted via Google Forms, a message is sent to a specified Slack channel to notify the team for quick follow-up.
Google Forms and Clio integration alternatives
About Google Forms
Capture form data in Latenode to automate follow-ups or updates. Skip manual data entry; trigger workflows from new submissions to update databases, send emails, or create tasks in project management tools. Connect to 1000+ apps and use AI to process results without code.
Similar apps
Related categories
About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
Related categories
See how Latenode works
.svg)
.png)
FAQ Google Forms and Clio
How can I connect my Google Forms account to Clio using Latenode?
To connect your Google Forms account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google Forms and click on "Connect".
- Authenticate your Google Forms and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new Google Forms submissions?
Yes, you can! Latenode's visual builder and advanced logic let you map form fields directly to Clio contact details, automating data entry and saving time.
What types of tasks can I perform by integrating Google Forms with Clio?
Integrating Google Forms with Clio allows you to perform various tasks, including:
- Create new Clio contacts from Google Forms submission data.
- Update existing Clio contacts with new information from forms.
- Trigger Clio tasks based on specific form responses.
- Send customized email notifications via Clio based on form entries.
- Generate Clio reports based on data collected through Google Forms.
How secure is my Google Forms data when using Latenode integrations?
Latenode uses secure authentication protocols to protect your data, ensuring your Google Forms information remains private and safe throughout the integration process.
Are there any limitations to the Google Forms and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic in Google Forms may require custom JavaScript.
- File uploads in Google Forms have size limits that apply to Clio uploads.
- Real-time synchronization depends on the API request limits of Google Forms and Clio.
