QuickBooks Commerce + Clio Integration

Connect QuickBooks Commerce to Clio - Automate your workflows in 1-click

QuickBooks Commerce automations help you streamline order processing, manage inventory levels, and improve customer communication. Make use of Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between QuickBooks Commerce & Clio using Integrately.
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QuickBooks Commerce + Clio Integration

Create Clio contact from new QuickBooks Commerce contact

If you're an ecommerce business owner who uses QuickBooks Commerce 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 contact in QuickBooks Commerce.

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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QuickBooks Commerce + Clio Integration

Create Clio contact from new QuickBooks Commerce order

As an online store owner, you're likely using QuickBooks Commerce 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 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.
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QuickBooks Commerce + Clio Integration
1.
  • QuickBooks Commerce
    Invoice is created in QuickBooks Commerce

    Triggers the automation when any invoice is added or modified

    Instant
  • QuickBooks Commerce
    Contact is created in QuickBooks Commerce

    Triggers the automation when a new contact is created

    Instant
  • QuickBooks Commerce
    Order is created in QuickBooks Commerce

    Triggers the automation when a new order is created

    Instant
  • QuickBooks Commerce
    Order is fulfilled in QuickBooks Commerce

    Triggers the automation when any order is successfully delivered

    Instant
  • QuickBooks Commerce
    Order fulfillment is created in QuickBooks Commerce

    Triggers the automation when a new order fulfillment is created

    Instant
  • QuickBooks Commerce
    Address is created in QuickBooks Commerce

    Triggers the automation when a new address is created

    Instant
  • QuickBooks Commerce
    Order is finalized in QuickBooks Commerce

    Triggers the automation when an order is finalized

    Instant
  • QuickBooks Commerce
    Company is created in QuickBooks Commerce

    Triggers the automation when a new company is created

    Instant
  • Clio
    Contact is created in Clio

    Triggers the automation when a new contact is created

    Instant
  • Clio
    Task is created in Clio

    Triggers the automation when a new task is created

    Instant
  • Clio
    Matter is created in Clio

    Triggers the automation when a new matter is created

    Instant
  • Clio
    Communication is created in Clio

    Triggers the automation when a new communication is created

    Instant
  • Clio
    Bill state is updated in Clio

    Triggers the automation when a bill state has been updated

    Instant
  • Clio
    Task status has updated in Clio

    Triggers the automation when a Task status has been updated

    Instant
  • Clio
    Calendar entry is created in Clio

    Triggers the automation when a new calendar entry is created

    Instant
  • Clio
    Matter status has updated in Clio

    Triggers the automation when the status of a particular matter is updated

    Instant
  • Clio
    Matter note is created in Clio

    Triggers the automation when a new note is added to any matter

  • Clio
    Activity is created in Clio

    Triggers the automation when a new activity is created

    Instant
  • Clio
    New bill is created in Clio

    Triggers the automation when a new bill is raised

    Instant
  • Clio
    Document is created in Clio

    Triggers the automation when a new document is created

2.
  • QuickBooks Commerce
    Create order in QuickBooks Commerce

    Creates a new order

  • QuickBooks Commerce
    Create contact in QuickBooks Commerce

    Adds a new contact to the database

  • QuickBooks Commerce
    Create company in QuickBooks Commerce

    Generates a new company profile with given details

  • QuickBooks Commerce
    Search company in QuickBooks Commerce

    Finds information about a company

  • QuickBooks Commerce
    Create address in QuickBooks Commerce

    Generates a new address entry

  • QuickBooks Commerce
    Search sales order in QuickBooks Commerce

    Searches for a sales order with

  • Clio
    Create person contact in Clio

    Adds a new contact to the person database

  • Clio
    Update person contact in Clio

    Updates contact information for a person

  • Clio
    Search person contact in Clio

    Searches for a person contact

  • Clio
    Search contact by custom field in Clio

    Locates and retrieves contacts using a custom field

  • Clio
    Create time entry (Activity) in Clio

    Record and track time spent on a activity

  • Clio
    Update matter in Clio

    Updates matter details with the latest information

  • Clio
    Create matter in Clio

    Generates new matter

  • Clio
    Create matter note in Clio

    Generates a note for new matters

  • Clio
    Create matter folder in Clio

    Generates a folder for organizing matter

  • Clio
    Create calendar entry in Clio

    Adds a new event to the calendar

  • Clio
    Search matter in Clio

    Searches for a matter

  • Clio
    Create expense entry (Activity) in Clio

    Record a new expense entry

  • Clio
    Search matter by custom field in Clio

    Searches for a matter using a custom field

  • Clio
    Create company contact in Clio

    Adds a new contact for a company into the company's contact list

  • Clio
    Update company contact in Clio

    Updates contact information for company records

  • Clio
    Search company contact in Clio

    Retrieves contact information for a company

  • Clio
    Search user in Clio

    Searches for a user

  • Clio
    Search bill in Clio

    Searches for a bill

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