Popular QuickBooks Commerce + Clio Workflows
Create Clio contact from new QuickBooks Commerce contact
This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
Create Clio contact from new QuickBooks Commerce order
But did you know that you can easily integrate QuickBooks Commerce 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.
When Contact is created in QuickBooks Commerce > Search person contact in Clio > Check any condition > Create person contact in Clio
When Contact is created in QuickBooks Commerce > Search contact by custom field in Clio > Check any condition > Create person contact in Clio
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You Can Also Integrate QuickBooks Commerce & Clio With 1100+ Other Apps
QuickBooks Commerce is a cloud-based retail platform that helps wholesale, multi-channel and B2B businesses run their business. We make it easy to launch new products, scale quickly, and optimize your supply chain in one place.
See QuickBooks Commerce IntegrationsClio 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.
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