Clio + Zoho Inventory Integration

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Zoho Inventory + Clio Integration

Create Clio contact from new Zoho Inventory contact

If you're an ecommerce business owner who uses Zoho Inventory 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 contact in Zoho Inventory.

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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Zoho Inventory + Clio Integration

Create Clio contact from new Zoho Inventory order

As an online store owner, you're likely using Zoho Inventory 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 Zoho Inventory 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 + Zoho Inventory 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
  • Zoho Inventory
    Invoice is created in Zoho Inventory
  • Zoho Inventory
    Invoice is updated in Zoho Inventory
  • Zoho Inventory
    Sales order is created in Zoho Inventory
  • Zoho Inventory
    Package is created in Zoho Inventory
  • Zoho Inventory
    Package is updated in Zoho Inventory
  • Zoho Inventory
    Contact is created in Zoho Inventory
  • Zoho Inventory
    Item is created in Zoho Inventory
  • Zoho Inventory
    Purchase order is created in Zoho Inventory
  • Zoho Inventory
    Sales order is updated in Zoho Inventory
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
  • Zoho Inventory
    Create sales order in Zoho Inventory
  • Zoho Inventory
    Search sales order by id in Zoho Inventory
  • Zoho Inventory
    Update sales order in Zoho Inventory
  • Zoho Inventory
    Delete sales order in Zoho Inventory
  • Zoho Inventory
    Create item in Zoho Inventory
  • Zoho Inventory
    Search item in Zoho Inventory
  • Zoho Inventory
    Update item in Zoho Inventory
  • Zoho Inventory
    Create payment in Zoho Inventory
  • Zoho Inventory
    Get shipment order by id in Zoho Inventory
  • Zoho Inventory
    Delete an item in Zoho Inventory
  • Zoho Inventory
    Delete package in Zoho Inventory
  • Zoho Inventory
    Create a shipment order in Zoho Inventory
  • Zoho Inventory
    Search package in Zoho Inventory
  • Zoho Inventory
    Search contact in Zoho Inventory
  • Zoho Inventory
    Create contact in Zoho Inventory
  • Zoho Inventory
    Delete contact in Zoho Inventory
  • Zoho Inventory
    Update contact in Zoho Inventory
  • Zoho Inventory
    Create invoice in Zoho Inventory
  • Zoho Inventory
    Get invoice by Id in Zoho Inventory
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