Clio + SamCart Integration

Connect Clio to SamCart in 1 click

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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 is 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
Order is placed in SamCart Instant
Prospect is created in SamCart Instant
Product is purchased in SamCart Instant
Upsell is purchased in SamCart Instant
Subscription is charged in SamCart Instant
Subscription is cancelled in SamCart Instant
Subscription charge is failed in SamCart Instant
Refund is completed in SamCart Instant
Partial refund is completed in SamCart Instant
Subscription charge is refunded in SamCart Instant

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Ready Workflows for Clio + SamCart Integration

Just click on the workflow you want to automate

Create Clio contact from new SamCart contact

If you're an ecommerce business owner who uses SamCart 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 SamCart.

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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When Prospect is created in SamCart > Search person contact in Clio > Check any condition > Create person contact in Clio

SamCart + Clio Integration

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When Prospect is created in SamCart > Search contact by custom field in Clio > Check any condition > Create person contact in Clio

SamCart + Clio Integration

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Top 10 Most Popular Clio Automations from
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Create Clio contact for new Microsoft Excel row

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Create Clio contact for new Eventbrite order

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Create Clio contact for new MemberPress member

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Create Clio contact for new CompanyHub record

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Create Clio contact for new Zoho Creator record

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Create Clio contact for new EasyCSV data

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Create Clio contact for new Bubble data thing

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Create Clio contact for new PostgreSQL row

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Create Clio contact for new MySQL row

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Create Clio contact for new Zoho Creator record

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Create Clio contact for new EasyCSV data

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Create Clio contact for new Bubble data thing

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Create Clio contact for new PostgreSQL row

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Create Clio contact for new MySQL row

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Top 10 Most Popular SamCart Automations from
Integrately Community

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How to connect Clio with third-party apps : 19 must-have integrations

Optimize client and matter management with the top 19 Clio integrations. Improve your legal business operations and enhance productivity effectively.

Want to automate something else in your workflow?

You Can Also Connect Clio or SamCart With 1400+ Other Apps

Clio

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.

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SamCart

SamCart is the easiest way to setup an online store. It comes with built-in payment gateways, customizable themes and many other features, all at no cost to you.

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