Update Clio contact from updated inFlow Inventory contact
inFlow Inventory + Clio Integration
inFlow Inventory + Clio Integration
Integrate Clio to inFlow Inventory in one click, or tell Integrately AI how you want each matter handled. Track inventory, update sales orders, alert your team, and manage fulfillment automatically.
Free forever.Use premium features free for 14 days.1.
Purchase order is created in inFlow Inventory Instant- Purchase order is updated in inFlow Inventory Instant
- Sales order is created in inFlow Inventory Instant
- Sales order is updated in inFlow Inventory Instant
- Customer is updated in inFlow Inventory Instant
- Customer is created in inFlow Inventory Instant
- Sales quote is created or updated in inFlow Inventory
- Vendor is created in inFlow Inventory Instant
- Vendor is updated in inFlow 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
2.
- Create sales order in inFlow Inventory
- Get sales order by id in inFlow Inventory
- Search sales order by order number in inFlow Inventory
- Get customer by id in inFlow Inventory
- Search customer in inFlow Inventory
- Get purchase order by id in inFlow Inventory
- Search purchase order by name/number in inFlow Inventory
- Get vendor by id in inFlow 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
Trusted by experts at...
Ready Workflows for Clio + inFlow Inventory Integration
Manage inventory, update sales orders, track shipments, alert your team, and record fulfillment, all in just one click.
Most popular automation
Create Clio contact from new inFlow Inventory order
As an online store owner, you're likely using inFlow Inventory to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.
But did you know that you can easily integrate inFlow Inventory with Clio? This integration will allow you to automatically create a contact for each new order in Clio.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See moreBut did you know that you can easily integrate inFlow Inventory with Clio? This integration will allow you to automatically create a contact for each new order in Clio.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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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 + inFlow Inventory flow
Sync inventory data with finance, email, team chat, cloud storage, e-signatures, and payment tools to keep your legal practice and stock levels aligned. Pick a combination and activate it in one click.
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QuickBooks Online (4)
QuickBooks Online (4) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
Google Drive (4)
Google Drive (4) +
DocuSign (4)
DocuSign (4) +
Stripe (4)
Stripe (4) I
Q
C
Create a QuickBooks Online invoice whenever a sales order is created in inFlow Inventory, and log the matter in Clio.
Sales orders in inFlow Inventory automatically generate QuickBooks Online invoices and log the details in Clio, eliminating manual bookkeeping.
Q
I
C
Create a purchase order in inFlow Inventory when a QuickBooks Online bill is paid, and update the task in Clio.
Paid QuickBooks Online bills trigger inventory purchase orders in inFlow Inventory and update the associated task in Clio.
I
Q
C
When a sales order is updated in inFlow Inventory, update the QuickBooks Online customer and create a Clio task.
Updated sales orders in inFlow Inventory sync customer data to QuickBooks Online and open follow-up tasks in Clio.
Q
C
I
C
Use Claude to review QuickBooks Online expenses, log the data in inFlow Inventory, and update the matter in Clio.
Claude reviews QuickBooks Online expenses before updating inventory records in inFlow Inventory and logging notes in Clio.
Supported triggers and actions for inFlow Inventory and Clio
Mix and match to build the exact automation you need
inFlow Inventory Triggers & Actions
Instant
Purchase order is created in inFlow Inventory
Triggers the automation when a new purchase order is created
Try it → Instant
Purchase order is updated in inFlow Inventory
Triggers the automation when a purchase order is updated
Try it → Instant
Sales order is created in inFlow Inventory
Triggers the automation when a sales order is created
Try it → Instant
Sales order is updated in inFlow Inventory
Triggers the automation when a sales order is updated
Try it → Instant
Customer is updated in inFlow Inventory
Triggers the automation when customer details are updated
Try it → Instant
Customer is created in inFlow Inventory
Triggers the automation when a new customer is created
Try it → Sales quote is created or updated in inFlow Inventory
Triggers the automation when a sales quote is created or updated
Try it → Instant
Vendor is created in inFlow Inventory
Triggers the automation when a new vendor is created
Try it → Instant
Vendor is updated in inFlow Inventory
Triggers the automation when a vendor record is updated
Try it → 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 → What can you automate with Clio + inFlow Inventory?
Streamline your legal operations and stock management with automated workflows designed to eliminate manual data entry.
🔄
Sync Clio matters to inFlow Inventory sales orders
Automatically generate a sales order in inFlow Inventory the moment a new matter is created in Clio. Eliminate duplicate data entry and keep your inventory aligned with active legal cases.
📑
Capture every submitted field across both platforms
Map detailed customer profiles, custom fields, and line items between Clio contacts and inFlow Inventory records instead of just basic names. Your database becomes a comprehensive single source of truth.
🔔
Alert your team instantly on Slack or Gmail
Notify fulfillment staff or legal teams the second a purchase order updates or a new sales order is created. Keep everyone informed without switching between platforms.
🔀
Route records based on submitted order criteria
Trigger different follow-up actions in Clio depending on shipping types or custom fields submitted in inFlow Inventory. Ensure high-priority orders receive immediate attention.
📝
Keep records updated as task and order states change
Automatically update Clio matters and tasks whenever sales orders or purchase orders are modified in inFlow Inventory. Maintain accurate status tracking across all active projects.
🔍
Search and update instead of creating duplicates
Automatically check for existing customer profiles and contact records before creating entries in Clio or inFlow Inventory. Keep your databases clean and organized.
💳
Handle later fulfillment and payment status updates
Trigger downstream workflows when sales quotes are accepted, purchase orders are fulfilled, or bills are updated. Automate your entire lifecycle from initial intake to final delivery.
🔌
Extend your workflow with popular apps like Slack
Connect your core Clio and inFlow Inventory automation to Slack, Gmail, or QuickBooks Online for a multi-step pipeline that handles communications, invoicing, and team alerts.
And much more...
Who is Clio + inFlow Inventory integration for?
Connecting Clio and inFlow Inventory helps legal practices, inventory teams, and operations managers keep case files and stock levels perfectly synchronized.
Operations Directors
Logistics Coordinators
Legal Practice Managers
Warehouse Supervisors
Inventory Clerks
Compliance Officers
📈
Operations Directors
You're overseeing case workflows and inventory fulfillment but your reporting dashboard only updates when someone manually exports orders, so the stock counts you're reviewing are always a few hours behind — this integration means every new sales order is logged instantly and your data stays current.
⚡
Logistics Coordinators
You manage inventory shipments for active legal cases but you find out about new client requirements too late to reserve stock, so fulfillment schedules constantly slip — automating both apps means every new matter generates stock orders instantly and fulfillment runs on time.
⚖️
Legal Practice Managers
You answer to partners and clients who want immediate visibility into case progress and associated asset orders, but keeping separate systems aligned takes hours each week — connecting these apps means case notes and inventory orders stay synchronized without manual effort.
📦
Warehouse Supervisors
The volume of inventory requests coming from legal matters is too high for anyone to keep up with by hand, leading to missed purchase orders and stock discrepancies — this integration means every order is processed automatically and inventory records remain flawless.
📋
Inventory Clerks
You own the stock fulfillment step and depend on legal teams to hand over client details before you can order supplies, causing frustrating delays in your daily routine — with this integration, customer records and sales orders populate automatically the moment a matter is created.
🗂️
Compliance Officers
You need a reliable audit history linking legal matters to inventory shipments but keep finding gaps caused by missed manual entries — automating both apps means every document, task, and order is logged seamlessly and your records are always complete.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate inFlow Inventory + Clio
Build and manage your inFlow Inventory + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect inFlow Inventory + Clio 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
3
Automation is ready
Connect inFlow Inventory + Clio Now 
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Frequently Asked Questions
How do I connect Clio to inFlow Inventory?
You can connect Clio to inFlow Inventory in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Slack, Gmail, and other tools.
Can I automatically create sales orders in inFlow Inventory when a matter is created in Clio?
Can I connect Clio, inFlow Inventory, and Slack?
What is a good Zapier alternative for Clio and inFlow Inventory?
How are customer updates handled between Clio and inFlow Inventory?
Can I track purchase orders and sales orders across both platforms?
Do I need coding skills to automate Clio and inFlow Inventory?
Is the Clio and inFlow Inventory integration free?
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