Convert form responses into CRM contacts

When a prospect submits a new form response in Docketwise, automatically create or update their contact profile in Clio.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Docketwise Explore Docketwise →

Triggers

New form response

Fires when a form is submitted in Docketwise.

Survey completed

Fires when a respondent finishes a survey in Docketwise.

Response updated

Fires when an existing response is edited in Docketwise.

Actions

Create or update form

Creates or updates a form or survey in Docketwise.

Retrieve a response

Looks up a specific form response in Docketwise.

Add a respondent

Adds a respondent or contact to a form in Docketwise.

Clio Explore Clio →

Triggers

New lead created

Fires when a new lead or contact is created in Clio.

Deal stage changed

Fires when a deal moves to a new stage in Clio.

Deal won

Fires when a deal is marked won in Clio.

Contact updated

Fires when a field on a contact changes in Clio.

Actions

Create or update contact

Creates or updates a contact in Clio.

Create deal

Creates a new deal in Clio.

Update deal stage

Moves a deal to a new stage in Clio.

Log activity

Logs a call, email, or note against a record in Clio.

Send customer feedback surveys on closed deals When a deal is marked won in Clio, automatically add the customer as a respondent in Docketwise to gather post-sale feedback. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in Docketwise, automatically log the activity under their profile in Clio so reps see customer sentiment. See details

See all Docketwise + Clio integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Convert form responses into CRM contacts” between Docketwise and Clio?

Yes — describe it in the box above and Knit's Integrations Agent researches Docketwise and Clio's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Clio?

Yes, inbound responses from Docketwise can instantly generate new lead records or deals in Clio without manual data entry.

Can I send survey invitations based on deal updates in Clio?

Yes, when a deal is won or updated in Clio, you can automatically add the contact as a respondent in Docketwise to collect feedback.