When Contact is created in Clio, create Contact in Survey Monkey
When Contact is created in Clio, create Contact in Survey Monkey
Clio + Survey Monkey Integration
Integrate Clio to Survey Monkey in one click, or tell Integrately AI how you want each response handled. Log feedback as matter notes, update your client database, alert your legal team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Clio Instant- Task is created in Clio Instant
- Matter is created in Clio Instant
- Communication is created in Clio Instant
- Bill state is updated in Clio Instant
- Task status has updated in Clio Instant
- Calendar entry is created in Clio Instant
- Matter status has updated in Clio Instant
- Matter note is created in Clio
- Activity is created in Clio Instant
- New bill is created in Clio Instant
- Document is created in Clio
Survey response is received in Survey Monkey
2.
- Search task by name in Clio
- Assign task template list to matter in Clio
- Upload document in Clio
- Update task in Clio
- Create communication in Clio
- Create task in Clio
- Create person contact in Clio
- Update person contact in Clio
- Search person contact in Clio
- Search contact by custom field in Clio
- Create time entry (Activity) in Clio
- Update matter in Clio
- Create matter in Clio
- Create matter note in Clio
- Create matter folder in Clio
- Create calendar entry in Clio
- Search matter in Clio
- Create expense entry (Activity) in Clio
- Search matter by custom field in Clio
- Create company contact in Clio
- Update company contact in Clio
- Search company contact in Clio
- Search user in Clio
- Search bill in Clio
- Create contact in Survey Monkey
- Search contact in Survey Monkey
- Send survey in Survey Monkey
- Search survey in Survey Monkey
- Search collector in Survey Monkey
Trusted by experts at...
Ready Workflows for Clio + Survey Monkey Integration
Capture client feedback, create matter notes, keep your contact records updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
Create Clio contact for new Survey Monkey survey response
When someone completes your Survey Monkey, a new contact is automatically created in your Clio. This way, you can quickly follow up with the survey response and turn them into a customer!
Plus, all of the information from the Survey Monkey is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Survey Monkey - Clio integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, all of the information from the Survey Monkey is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Survey Monkey - Clio integration set up makes it easy to manage your customer relationships and grow your business.
Create Clio company for new Survey Monkey survey response
Survey Monkey + Clio Integration
When Survey response is received in Survey Monkey > Check any condition > Create person contact in Clio
Survey Monkey + Clio Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clio + Survey Monkey flow
Sync client responses with your email, messaging, marketing, and accounting tools to keep your legal practice moving. Pick a combination and activate it in one click.
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Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Mailchimp (3)
Mailchimp (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Calendly (3)
Calendly (3) +
Google Drive (3)
Google Drive (3) S
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Create a Clio person contact for every Survey Monkey survey response, and send a confirmation email in Gmail
New Survey Monkey responses instantly generate a Clio person contact and send a follow-up email via Gmail, eliminating manual data entry.
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Create a Clio matter note from every Survey Monkey response, and send an email alert in Gmail
Survey responses are saved directly into Clio as matter notes while Gmail alerts your team, keeping case records updated.
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Create a Clio task for survey follow-ups, and send a notification email via Gmail
Trigger a Clio task from new survey feedback and email your team through Gmail so follow-ups happen on time.
Supported triggers and actions for Clio and Survey Monkey
Mix and match to build the exact automation you need
Clio Triggers & Actions
Instant
Communication is created in Clio
Triggers the automation when a new communication is created
Try it → Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
Try it → Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
Try it → Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
Try it → Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
Try it → Matter note is created in Clio
Triggers the automation when a new note is added to any matter
Try it → Survey Monkey Triggers & Actions
Survey response is received in Survey Monkey
Triggers the automation when a survey response is submitted
Try it → What can you automate with Clio + Survey Monkey?
Streamline client intake, eliminate manual data entry, and keep your practice management records perfectly synchronized with every survey response.
🔄
Sync survey responses into Clio contacts automatically
Turn every completed Survey Monkey form into a new person contact in Clio the moment it is submitted. Eliminate manual copying and keep your client database error-free.
📝
Capture every submitted survey field as a matter note
Map detailed client feedback and answers directly into Clio matter notes instead of basic text fields. Your case files capture the full context of every client response.
🔔
Alert your team instantly when feedback arrives
Notify attorneys and staff on Slack or Gmail the second a survey response is received, ensuring prompt follow-up on urgent client inquiries.
🔀
Route submissions based on client answers
Create high-priority Clio tasks for urgent survey feedback while standard inquiries are logged as routine matter notes, keeping your team focused on what matters.
📋
Keep matter records updated in real time
Automatically update existing Clio records whenever a client submits updated survey information, ensuring your practice management system always has the latest data.
🔍
Search and update existing contacts without duplicates
Check if a contact already exists in Clio before creating a new record, preventing duplicate entries from repeat survey respondents.
⏱️
Log billable intake activities immediately
Create time entries or activity records in Clio as soon as client consultations and survey reviews are completed, protecting firm billable hours.
📁
Extend survey workflows to cloud storage and messaging
Connect Survey Monkey and Clio with apps like Google Drive or Slack to backup survey documents and notify your practice staff in one multi-step flow.
And much more...
Who is Clio + Survey Monkey integration for?
Legal professionals, intake coordinators, and practice managers eliminate manual data transfer between client surveys and case management systems.
Practice managers
Intake coordinators
Managing partners
Client relations teams
Associate attorneys
Legal administrative assistants
📈
Practice managers
You're reviewing client satisfaction metrics but your legal software only updates when someone manually exports survey forms, so the matter notes you're relying on are always a few hours behind — with this integration, every new response lands in Clio instantly and your records stay current.
⚡
Intake coordinators
You need to act fast on new client inquiries coming from online forms, but you find out too late because survey answers sit unread in your inbox — automating both apps means every submission creates a Clio contact immediately so your intake team can respond without delay.
🤝
Managing partners
You answer to firm stakeholders who want to see client feedback tied directly to active matters, but manual entry leads to gaps in your case history — connecting these apps means every survey response logs straight into Clio matter notes so your reporting is always complete.
📊
Client relations teams
The volume of intake surveys is too high for anyone to keep up by hand, causing missed follow-up tasks and delayed client communications — this integration means every survey submission generates a Clio task automatically and keeps your workflow moving.
⚖️
Associate attorneys
You own the next step in client onboarding and depend on intake staff to hand over survey details before you can begin work — automating both apps means client responses land in your Clio matters instantly so you can start casework without waiting.
🗂️
Legal administrative assistants
You need a reliable history of client communications and keep finding missing contact details because copying form data is prone to human error — connecting these apps means every survey respondent becomes a Clio person contact cleanly and accurately.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Clio + Survey Monkey
Build and manage your Clio + Survey Monkey automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + Survey Monkey with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Select Automation
2
Connect Accounts
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Automation is ready
Connect Clio + Survey Monkey Now 
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Frequently Asked Questions
How do I connect Clio to Survey Monkey?
You can connect Clio to Survey Monkey in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with Gmail, Slack, and Google Drive.
Can I automatically create Clio contacts from Survey Monkey responses?
Can I connect Clio, Survey Monkey, and Slack?
What is a good Zapier alternative for Clio and Survey Monkey?
How does Clio handle new contact creation from surveys?
Can Survey Monkey trigger multiple actions in Clio?
Do I need coding skills to automate Clio and Survey Monkey?
Is the Clio and Survey Monkey integration free?
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