plug&paid + Clio Integration

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plug&paid + Clio Integration

Create Clio contact from new plug&paid customer

If you're an ecommerce business owner who uses plug&paid to power your online store, you'll be happy to know that when a new contact is created in Clio, this automation will automatically create a customer in plug&paid.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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plug&paid + Clio Integration

Create Clio contact from new plug&paid order

As an online store owner, you're likely using plug&paid 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 plug&paid 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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plug&paid + Clio Integration
1.
  • plug&paid
    Sale is created in plug&paid Instant
  • plug&paid
    Order is marked as shipped in plug&paid Instant
  • plug&paid
    Order tracking is set in plug&paid Instant
  • plug&paid
    Order is declined in plug&paid Instant
  • plug&paid
    Order is refunded in plug&paid Instant
  • plug&paid
    Customer is created in plug&paid Instant
  • plug&paid
    Recurring subscription sale is created in plug&paid Instant
  • plug&paid
    Subscription is cancelled in plug&paid Instant
  • plug&paid
    Cart is abandoned in plug&paid Instant
  • plug&paid
    Invoice is marked as paid in plug&paid Instant
  • plug&paid
    Recurring charges is failed in plug&paid Instant
  • plug&paid
    Product is created in plug&paid Instant
  • plug&paid
    Product is updated in plug&paid Instant
  • plug&paid
    Product is deleted in plug&paid Instant
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
2.
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio
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