Webflow (Legacy) + Clio Integration

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Webflow (Legacy) + Clio Integration

Create Clio contact from new Webflow order

As an online store owner, you're likely using Webflow 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 Webflow 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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Webflow (Legacy) + Clio Integration

Create Clio contact for new Webflow form submission

When someone completes your Webflow, a new contact is automatically created in your Clio. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Webflow is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Webflow - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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Webflow (Legacy) + Clio Integration
1.
  • Webflow (Legacy)
    Form is submitted in Webflow (Legacy) Instant
  • Webflow (Legacy)
    Order is created in Webflow (Legacy) Instant
  • Webflow (Legacy)
    Order is updated in Webflow (Legacy) 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 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
2.
  • Webflow (Legacy)
    Create item in Webflow (Legacy)
  • Webflow (Legacy)
    Update item in Webflow (Legacy)
  • Webflow (Legacy)
    Create live item in Webflow (Legacy)
  • Webflow (Legacy)
    Update live item in Webflow (Legacy)
  • Webflow (Legacy)
    Update order in Webflow (Legacy)
  • Webflow (Legacy)
    Fulfill order in Webflow (Legacy)
  • Webflow (Legacy)
    Refund order in Webflow (Legacy)
  • Webflow (Legacy)
    Unfulfill order in Webflow (Legacy)
  • 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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