Integrate Clio with SurveyMonkey using AI Agents

Name: Appy Pie Automate
Rating: 4.9 (3802 reviews)

Appy Pie Automate allows you to automate multiple workflows between Clio and SurveyMonkey

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Clio Integrations

About Clio

Clio offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting.

About SurveyMonkey

SurveyMonkey is a online survey platform that empowers individuals to effortlessly create, distribute and analyze surveys and questionnaires. It boasts a user interface. Offers a wide range of question types to cater to diverse survey requirements. With its distribution options, like email, social media and embedded surveys it ensures accessibility for an audience. SurveyMonkeys analytics tools are robust allowing for real time data analysis, visualization and reporting. Additionally it seamlessly integrates with software to streamline data transfer. SurveyMonkey prioritizes data security and privacy compliance making it a trusted choice in industries. Whether you need feedback from customers or employees or conducting research SurveyMonkey simplifies the survey process while providing insights, for both individuals and organizations alike.

SurveyMonkey Integrations

Connect Clio + SurveyMonkey in easier way

It's easy to connect Clio + SurveyMonkey without coding knowledge. Start creating your own business flow.

Triggers
New Activity

Triggers when a new activity is Created.
New ActivityDescription

Triggers when new ActivityDescription is created.
New Bill

Triggers when a new Billis created.
New Calendar Entry

Triggers when a new Calendar Entry is Created.
New Communication

Triggers when a new Communication is added.
New Contact

Triggers when a new Contact is created.
New Document

Triggers when a new Document is added.
New Expense Category

Triggers when a new Expense Category is created.
New Folder

Triggers when a new Folder is created.
New Matter

Triggers when a new Matter is created.
New Task

Triggers when a new Task is created.
New Response

Triggers when a new response is created.

Actions
Create Activity Description

Creates a new ActivityDescription.
Create Collector

Creates a new collector in surveymonkey.
Create Contact

Creates a new contact in surveymonkey.
Get Collector

Get a collector by collector id.
Get Response

Get a response by response id.
Get Survey

Get a survey by survey id.

How Clio & SurveyMonkey Integrations Work

Step 1: Choose Clio as a trigger app and authenticate it on Appy Pie Automate.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick SurveyMonkey as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Clio to SurveyMonkey.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.