Clio + SimpleTix Integration

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SimpleTix + Clio Integration

Create Clio contact from new SimpleTix attendee

Creating an event in SimpleTix is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the attendees of your event?

The answer is simple. You use this SimpleTix - Clio integration to create a new contact in Clio for each person who registers for your event through SimpleTix. This will help you stay organized and easily keep track of your attendees' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
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SimpleTix + Clio Integration

Create Clio contact for new SimpleTix order

If you're using SimpleTix to manage your events, you'll want to make sure that your Clio contact are updated with the latest information. When a order is added to an event in SimpleTix, a new contact will be created in Clio automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Clio + SimpleTix 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 has 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
  • SimpleTix
    Attendee is check-in in SimpleTix Instant
  • SimpleTix
    Attendee is created in SimpleTix Instant
  • SimpleTix
    Attendee is check-out in SimpleTix Instant
  • SimpleTix
    Attendee is updated in SimpleTix Instant
  • SimpleTix
    Event is created in SimpleTix Instant
  • SimpleTix
    Order is created in SimpleTix Instant
  • SimpleTix
    Order is updated in SimpleTix Instant
  • SimpleTix
    New membership is purchased in SimpleTix Instant
2.
  • 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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