Clio + Loyverse Integration

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Popular Clio + Loyverse Workflows

Create Clio contact for new Loyverse customer

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Loyverse - Clio integration, anytime a new Loyverse customer is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When Customer is created/updated/deleted in Loyverse > Check condition > Create person contact in Clio

Loyverse + Clio Integration

Activate

When Employee is created or updated in Loyverse > Check condition > Create person contact in Clio

Loyverse + Clio Integration

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Create Automation

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 has 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
Customer is created/updated/deleted in Loyverse Instant
Receipt is created or updated in Loyverse Instant
Shift is created in Loyverse Instant
Item inventory is updated in Loyverse Instant
Store is created or updated in Loyverse
Item is created/updated/deleted in Loyverse Instant
Employee is created or updated in Loyverse

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 a receipt in Loyverse
Create customer in Loyverse
Create a POS device in Loyverse
Create an item in Loyverse
Delete customer in Loyverse
Search customer in Loyverse
Update customer in Loyverse

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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

Loyverse is a complete point-of-sale solution for small and medium-sized businesses. It offers multiple services like inventory management, employee management, customer engagement, and reporting to help manage all your business operations.

See Loyverse Integrations