DEAR Inventory + Clio Integration

Connect DEAR Inventory to Clio in 1 click

Integrate DEAR Inventory + Clio For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular DEAR Inventory + Clio Workflows

When Contact is created in Clio, create customer in DEAR Inventory

Activate

Create Clio contact for new DEAR Inventory customer

If you are using DEAR Inventory, then you may want to also use Clio to manage your customer relationships. With the help of this automation, whenever you create a customer in DEAR Inventory, a corresponding contact will be created in Clio.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

Activate

1of1

Create Your Own DEAR Inventory & Clio Integration Without Any Code

Create Custom Workflow

Order is authorized in DEAR Inventory Instant
Sale invoice is authorized in DEAR Inventory Instant
Stock level is updated in DEAR Inventory Instant
Shipment is authorized in DEAR Inventory Instant
Quote is authorized in DEAR Inventory Instant
Shipment tracking number is changed in DEAR Inventory Instant
Sale pick is authorized in DEAR Inventory Instant
Additional info is added to sale in DEAR Inventory Instant
Sale is void/ undone in DEAR Inventory Instant
Sale pack is authorized in DEAR Inventory Instant
Partial payment is created in DEAR Inventory Instant
Sale is backordered in DEAR Inventory Instant
Supplier is created/ updated in DEAR Inventory Instant
Credit note is authorized in DEAR Inventory Instant
Customer is created/ updated in DEAR Inventory Instant
Full payment is created in DEAR Inventory Instant
Attachment is added to sale in DEAR Inventory Instant
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

Search sale in DEAR Inventory
Create sale in DEAR Inventory
Update sale in DEAR Inventory
Add attachment to sale in DEAR Inventory
Create customer in DEAR Inventory
Update customer in DEAR Inventory
Search customer in DEAR Inventory
Create stock adjustment in DEAR Inventory
Search product availability in DEAR Inventory
Add pack to sale in DEAR Inventory
Add shipment to sale in DEAR Inventory
Create supplier in DEAR Inventory
Update supplier in DEAR Inventory
Search supplier in DEAR Inventory
Create product in DEAR Inventory
Update product in DEAR Inventory
Search product in DEAR Inventory
Add payment to sale in DEAR Inventory
Search sale payments in DEAR Inventory
Search Sale Invoice in DEAR Inventory
Create task in Clio
Create communication in Clio
Update task in Clio
Upload document in Clio
Assign task template list to matter in Clio
Search task by name 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

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate DEAR Inventory & Clio In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect DEAR Inventory or Clio With 1200+ Other Apps

DEAR Inventory helps you manage your inventory, purchases, sales, suppliers and customers in one easy to use system. It is an all-in-one end-to-end solution for eCommerce, retail stores and wholesalers.

See DEAR Inventory Integrations

Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

See Clio Integrations