Sharetribe Flex + Clio Integration

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Sharetribe Flex + Clio Integration

Create Clio contact from new Sharetribe Flex contact

If you're an ecommerce business owner who uses Sharetribe Flex 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 Sharetribe Flex.

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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Sharetribe Flex + Clio Integration
1.
  • Sharetribe Flex
    Transaction is created in Sharetribe Flex
  • Sharetribe Flex
    Transaction is transitioned in Sharetribe Flex
  • Sharetribe Flex
    Transaction is updated in Sharetribe Flex
  • Sharetribe Flex
    User is created in Sharetribe Flex
  • Sharetribe Flex
    User is updated in Sharetribe Flex
  • Sharetribe Flex
    User is deleted in Sharetribe Flex
  • Sharetribe Flex
    Listing is created in Sharetribe Flex
  • Sharetribe Flex
    Listing is updated in Sharetribe Flex
  • Sharetribe Flex
    Listing is deleted in Sharetribe Flex
  • 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.
  • Sharetribe Flex
    Search user in Sharetribe Flex
  • Sharetribe Flex
    Get user by id in Sharetribe Flex
  • Clio
    Create task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Update task in Clio
  • Clio
    Upload document in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Search task by name 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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Sharetribe Flex helps businesses build and grow online marketplaces with features such as payment processing, custom profiles, and email notifications. It also offers design templates and customization options for a unique marketplace experience.

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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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