RepairShopr + Clio Integration

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RepairShopr + Clio Integration

Create Clio contact for new RepairShopr 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 RepairShopr - Clio integration, anytime a new RepairShopr 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.
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RepairShopr + Clio Integration
1.
  • RepairShopr
    Customer is created in RepairShopr Instant
  • RepairShopr
    Payment is created in RepairShopr Instant
  • RepairShopr
    Ticket status is changed in RepairShopr Instant
  • RepairShopr
    Ticket is created in RepairShopr Instant
  • RepairShopr
    Ticket is Resolved in RepairShopr Instant
  • RepairShopr
    Invoice is created in RepairShopr 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 has 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.
  • RepairShopr
    Create customer in RepairShopr
  • RepairShopr
    Search customer in RepairShopr
  • RepairShopr
    Update customer in RepairShopr
  • RepairShopr
    Create ticket in RepairShopr
  • RepairShopr
    Update ticket in RepairShopr
  • RepairShopr
    Search ticket in RepairShopr
  • RepairShopr
    Create lead in RepairShopr
  • 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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