Clio + Shoprocket Integration

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Popular Clio + Shoprocket Workflows

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Shoprocket + Clio Integration

Create Clio contact from new Shoprocket customer

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

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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Clio + Shoprocket 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
  • Shoprocket
    Customer is updated in Shoprocket Instant
  • Shoprocket
    Customer is created in Shoprocket Instant
  • Shoprocket
    Customer is deleted in Shoprocket Instant
  • Shoprocket
    Product is created in Shoprocket Instant
  • Shoprocket
    Product is updated in Shoprocket Instant
  • Shoprocket
    Product is deleted in Shoprocket Instant
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
  • Shoprocket
    Create customer in Shoprocket
  • Shoprocket
    Create product in Shoprocket
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Shoprocket makes it easy for you to add e-commerce to your website, blog, or landing page. With a few simple steps, your site is ready to sell products and engage customers. Turn your online space into a store without the fuss.

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