Docs

Automate tasks across Clio Manage with Jotform

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Clio Manage and Jotform talk.
Here are some common ways to automate work between them.

Assign forms in Jotform for new matters in ClioTry now
Create new Clio matters for new Jotform submissionsTry now
Create new Clio contacts from new Jotform submissionsTry now
Manage new Jotform submissions by creating tasks in ClioTry now
Create communications in Clio for new Jotform submissionsTry now
Update matters in Clio when new submissions occur in JotformTry now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Clio Manage and Jotform work.

Connect your Clio Manage and Jotform. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Clio Manage and Jotform.

Apps are the systems your business runs on, like Clio Manage and Jotform. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.