Clio + Shoplazza Integration

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Shoplazza + Clio Integration

Create Clio contact from new Shoplazza customer

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

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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Shoplazza + Clio Integration

Create Clio contact from new Shoplazza order

As an online store owner, you're likely using Shoplazza 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 Shoplazza 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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Clio + Shoplazza Integration
1.
  • 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
  • Shoplazza
    Order is created in Shoplazza Instant
  • Shoplazza
    Order is updated in Shoplazza Instant
  • Shoplazza
    Order is paid in Shoplazza Instant
  • Shoplazza
    Order is cancelled in Shoplazza Instant
  • Shoplazza
    Order is refunded in Shoplazza Instant
  • Shoplazza
    Order is fulfilled in Shoplazza Instant
  • Shoplazza
    Customer is created in Shoplazza Instant
  • Shoplazza
    Customer is updated in Shoplazza Instant
  • Shoplazza
    Product is created in Shoplazza Instant
  • Shoplazza
    Product is updated in Shoplazza Instant
  • Shoplazza
    Cart is abandoned in Shoplazza
2.
  • 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
  • Shoplazza
    Update product in Shoplazza
  • Shoplazza
    Search product in Shoplazza
  • Shoplazza
    Create product in Shoplazza
  • Shoplazza
    Create variant in Shoplazza
  • Shoplazza
    Update variant in Shoplazza
  • Shoplazza
    Update inventory of product variant in Shoplazza
  • Shoplazza
    Create customer in Shoplazza
  • Shoplazza
    Update customer in Shoplazza
  • Shoplazza
    Search customer by email in Shoplazza
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