Clio + Shift4Shop

Clio + Shift4Shop integrations

Create Shift4Shop customers from new Clio activities

Effortlessly manage your client data with this automation that connects Clio and Shift4Shop. Whenever there's a new activity in Clio, it triggers the creation of a new customer in Shift4Shop, ensuring your customer information remains up-to-date across both platforms. Save time and streamline your client management process with this efficient workflow.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Clio and Shift4Shop

Discover other triggers and actions you can use with Clio and Shift4Shop

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
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New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #
  Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Instant
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Order Status Change
Triggers when the status of an order is changed.
Trigger
Instant
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Product Deleted
Triggers when a product is deleted.
Trigger
Instant
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Product Stock Changed
Triggers when a product stock changed.
Trigger
Instant
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- OrderKey
  Required
- ItemQuantity
- CatalogID
  Required
Action
Write
- BypassOrderProcessing
- BypassOrderEmail
- InvoiceNumberPrefix
- InvoiceNumber
- CustomerID
- OrderDate
- OrderStatusID
- AlternateOrderID
- BillingFirstName
  Required
- BillingLastName
  Required
- BillingCompany
- BillingAddress
  Required
- BillingAddress2
- BillingCity
  Required
- BillingState
- BillingZipCode
- BillingCountry
  Required
- BillingPhoneNumber
  Required
- BillingEmail
- BillingOnLinePayment
- BillingPaymentMethodID
- ShipmentOrderStatus
- ShipmentAddress
  Required
- ShipmentAddress2
- ShipmentCity
  Required
- ShipmentCompany
- ShipmentCountry
  Required
- ShipmentEmail
- ShipmentFirstName
  Required
- ShipmentLastName
  Required
- ShipmentMethodName
- ShipmentShippedDate
- ShipmentPhone
  Required
- ShipmentState
  Required
- ShipmentZipCode
  Required
- ShipmentTax
- ShipmentTrackingCode
- ShipmentNumber
  Required
- CatalogID
  Required
- ItemID
- ItemShipmentID
- ItemQuantity
- ItemDescription
- ItemUnitPrice
- ItemWeight
- ItemOptionPrice
- ItemUnitCost
- ItemUnitStock
- OrderDiscount
- SalesTax
- OrderAmount
- TransactionID
- TransactionDateTime
- TransactionType
- TransactionMethod
- TransactionAmount
- TransactionApproval
- TransactionReference
- TransactionCVV2
- TransactionAVS
- TransactionResponseText
- TransactionResponseCode
- TransactionCaptured
- Referer
- Ip
- CustomerComments
- InternalComments
Action
Write
- Sku
- Name
  Required
- Cost
- Price
  Required
- RetailPrice
- SalePrice
- OnSale
- Stock
- ShortDescription
- Gtin
- Weight
- Height
- Width
- Depth
- Description
- Keywords
- MainImageFile
- MainImageCaption
- ThumbnailFile
- AdditionalImageFile2
- AdditionalImageCaption2
- AdditionalImageFile3
- AdditionalImageCaption3
- AdditionalImageFile4
- AdditionalImageCaption4
- Title
Action
Write
- OrderKey
  Required
Action
Search
- InvoicePrefix
- InvoiceNumber
- OrderStatus
- BillingEmail
- DateStart
- DateEnd
- LastUpdateStart
- LastUpdateEnd
Action
Search

New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
Action
Write
- Matter
  Required
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
New Order
Triggers when a new order is placed.
Trigger
Instant
Try It
Product Changed
Triggers when a product changed.
Trigger
Instant
Try It
Product New
Triggers when a new product is created.
Trigger
Instant
Try It
- CustomerId
- BillingFirstName
- BillingLastName
- BillingCompany
- BillingAddress
- BillingAddress2
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- BillingPhoneNumber
- BillingEmail
- ShipmentFirstName
- ShipmentLastName
- ShipmentCompany
- ShipmentAddress
- ShipmentAddress2
- ShipmentCity
- ShipmentState
- ShipmentZipCode
- ShipmentCountry
- ShipmentPhone
- ShipmentEmail
Action
Write
- Email
  Required
- Password
  Required
- BillingCompany
- BillingFirstName
- BillingLastName
- BillingAddress1
- BillingAddress2
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- BillingPhoneNumber
- BillingTaxID
- ShippingCompany
- ShippingFirstName
- ShippingLastName
- ShippingAddress1
- ShippingAddress2
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- ShippingPhoneNumber
- ShippingAddressType
- CustomerGroupID
- Enabled
- MailList
- NonTaxable
- DisableBillingSameAsShipping
- Comments
- AdditionalField1
- AdditionalField2
- AdditionalField3
- TotalStoreCredit
- ResetPassword
Action
Write
- Sku
- Name
  Required
- Cost
- Price
  Required
- RetailPrice
- SalePrice
- OnSale
- Stock
- Mfgid
- ShortDescription
- Gtin
- NonTaxable
- NotForSale
- Hide
- GiftCertificate
- HomeSpecial
- CategorySpecial
- NonSearchable
- ShipCost
- Weight
- Height
- Width
- Depth
- SelfShip
- FreeShipping
- RewardPoints
- RedeemPoints
- DisableRewards
- StockAlert
- ReorderQuantity
- InStockMessage
- OutOfStockMessage
- BackOrderMessage
- InventoryControl
- Description
- Keywords
- ExtraField1
- ExtraField2
- ExtraField3
- ExtraField4
- ExtraField5
- ExtraField6
- ExtraField7
- ExtraField8
- ExtraField9
- ExtraField10
- ExtraField11
- ExtraField12
- ExtraField13
- FeatureTitle
- FeatureDescription
- MainImageFile
- MainImageCaption
- ThumbnailFile
- AdditionalImageFile2
- AdditionalImageCaption2
- AdditionalImageFile3
- AdditionalImageCaption3
- AdditionalImageFile4
- AdditionalImageCaption4
- ImageGalleryFile
- ImageGalleryCaption
- ImageGallerySorting
- CanonicalUrl
- PriceLevel2
- PriceLevel2Hide
- PriceLevel3
- PriceLevel3Hide
- PriceLevel4
- PriceLevel4Hide
- PriceLevel5
- PriceLevel5Hide
- PriceLevel6
- PriceLevel6Hide
- PriceLevel7
- PriceLevel7Hide
- PriceLevel8
- PriceLevel8Hide
- PriceLevel9
- PriceLevel9Hide
- PriceLevel10
- PriceLevel10Hide
- Title
- CustomFileName
- MetaTags
Action
Write
- OrderID
- OrderStatusID
- InternalComments
- CustomerID
Action
Write
- Email
- First Name
- Last Name
- Country
- State
- City
- Phone
Action
Search
- Sku
- Name
- Cost
- Price
- Stock
- Hide
- Free Shipping
- On Sale
- Non Tax
- Not for Sale
Action
Search

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About Shift4Shop

Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.

Learn moreLearn moreHelpHelp

Related categories

eCommerce