Create WebMerge documents from new Clio matters

First, we need to connect Clio and Formstack Documents to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Clio to Zapier.

  Give Zapier access to your Clio account, using Clio credentials.

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  Connect Formstack Documents to Zapier.

  Give Zapier access to your Formstack Documents account, using Formstack Documents credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Clio

  Choose the following trigger: New Matter (Triggers when a new matter is created.).

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  Then set up an Action for Formstack Documents

  Choose this action: Create Document Merge (Send data to your Merge URL.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Clio and Formstack Documents.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create WebMerge documents from new Clio matters!