Shift4Shop (3dcart) + Clio Integration

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Shift4Shop (3dcart) + Clio Integration

Create Clio contact from new Shift4Shop (3dcart) customer

If you're an ecommerce business owner who uses Shift4Shop (3dcart) 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 customer in Shift4Shop (3dcart).

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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Shift4Shop (3dcart) + Clio Integration

Create Clio contact from new Shift4Shop (3dcart) order

As an online store owner, you're likely using Shift4Shop (3dcart) 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 Shift4Shop (3dcart) 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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Shift4Shop (3dcart) + Clio Integration
1.
  • Shift4Shop (3dcart)
    Order is created in Shift4Shop (3dcart) Instant
  • Shift4Shop (3dcart)
    Customer is created in Shift4Shop (3dcart) Instant
  • Shift4Shop (3dcart)
    Order status is changed in Shift4Shop (3dcart) Instant
  • Shift4Shop (3dcart)
    Product is created in Shift4Shop (3dcart) Instant
  • Shift4Shop (3dcart)
    Product is updated in Shift4Shop (3dcart) Instant
  • Shift4Shop (3dcart)
    Product stock is changed in Shift4Shop (3dcart) Instant
  • Shift4Shop (3dcart)
    Product is deleted in Shift4Shop (3dcart) 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 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.
  • Shift4Shop (3dcart)
    Create customer in Shift4Shop (3dcart)
  • Shift4Shop (3dcart)
    Search customer in Shift4Shop (3dcart)
  • Shift4Shop (3dcart)
    Create simple product in Shift4Shop (3dcart)
  • Shift4Shop (3dcart)
    Create advanced product in Shift4Shop (3dcart)
  • Shift4Shop (3dcart)
    Search product in Shift4Shop (3dcart)
  • Shift4Shop (3dcart)
    Create cart in Shift4Shop (3dcart)
  • Shift4Shop (3dcart)
    Search cart in Shift4Shop (3dcart)
  • Shift4Shop (3dcart)
    Add item to cart in Shift4Shop (3dcart)
  • Shift4Shop (3dcart)
    Create order in Shift4Shop (3dcart)
  • Shift4Shop (3dcart)
    Update order in Shift4Shop (3dcart)
  • Shift4Shop (3dcart)
    Search order in Shift4Shop (3dcart)
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Search task by name in Clio
  • Clio
    Create task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task 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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