Clio + Track-POD Integration

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Popular Clio + Track-POD Workflows

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Track-POD + Clio Integration

Create Clio contact from new Track-POD order

As an online store owner, you're likely using Track-POD 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 Track-POD 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 + Track-POD 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
  • Track-POD
    Route is started in Track-POD Instant
  • Track-POD
    Order is created in Track-POD Instant
  • Track-POD
    Order is updated in Track-POD Instant
  • Track-POD
    Order is deleted in Track-POD Instant
  • Track-POD
    Order status is updated in Track-POD Instant
  • Track-POD
    Route is created in Track-POD Instant
  • Track-POD
    Route is updated in Track-POD Instant
  • Track-POD
    Route is deleted in Track-POD Instant
  • Track-POD
    Route is closed in Track-POD 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
  • Track-POD
    Create order in Track-POD
  • Track-POD
    Update order by number in Track-POD
  • Track-POD
    Delete order by number in Track-POD
  • Track-POD
    Search order by order number in Track-POD
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