Clio + Shift4Shop
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.
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.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create CustomerCreates a new customer.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IDRequired
Task Template ListRequired
Notify AssigneesRequired
Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Description
Location
Starts at:Required
Ends at:Required
All Day Event
Send Email Notification
CalendarRequired
Contact Attendee
Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note SubjectRequired
Note DetailRequired
MatterRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Assignee
Notify Completion
Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Name
Description
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ClientRequired
Group
Client Reference
Matter DescriptionRequired
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?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Status Change
Triggers when the status of an order is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Deleted
Triggers when a product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Stock Changed
Triggers when a product stock changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrderKeyRequired
ItemQuantity
CatalogIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BypassOrderProcessing
BypassOrderEmail
InvoiceNumberPrefix
InvoiceNumber
CustomerID
OrderDate
OrderStatusID
AlternateOrderID
BillingFirstNameRequired
BillingLastNameRequired
BillingCompany
BillingAddressRequired
BillingAddress2
BillingCityRequired
BillingState
BillingZipCode
BillingCountryRequired
BillingPhoneNumberRequired
BillingEmail
BillingOnLinePayment
BillingPaymentMethodID
ShipmentOrderStatus
ShipmentAddressRequired
ShipmentAddress2
ShipmentCityRequired
ShipmentCompany
ShipmentCountryRequired
ShipmentEmail
ShipmentFirstNameRequired
ShipmentLastNameRequired
ShipmentMethodName
ShipmentShippedDate
ShipmentPhoneRequired
ShipmentStateRequired
ShipmentZipCodeRequired
ShipmentTax
ShipmentTrackingCode
ShipmentNumberRequired
CatalogIDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sku
NameRequired
Cost
PriceRequired
RetailPrice
SalePrice
OnSale
Stock
ShortDescription
Gtin
Weight
Height
Width
Depth
Description
Keywords
MainImageFile
MainImageCaption
ThumbnailFile
AdditionalImageFile2
AdditionalImageCaption2
AdditionalImageFile3
AdditionalImageCaption3
AdditionalImageFile4
AdditionalImageCaption4
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderKeyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoicePrefix
InvoiceNumber
OrderStatus
BillingEmail
DateStart
DateEnd
LastUpdateStart
LastUpdateEnd
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Clio Contact ID #Required
Company Name
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter
Date of Communication
SubjectRequired
BodyRequired
Type of CommunicationRequired
Type of Recipient
Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Category
Description
DateRequired
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Group
Client Reference
Matter DescriptionRequired
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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Category
Description
DateRequired
Time
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Matter Id
Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type
Search ValueRequired
Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Order
Triggers when a new order is placed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Changed
Triggers when a product changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product New
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CustomerId
BillingFirstName
BillingLastName
BillingCompany
BillingAddress
BillingAddress2
BillingCity
BillingState
BillingZipCode
BillingCountry
BillingPhoneNumber
BillingEmail
ShipmentFirstName
ShipmentLastName
ShipmentCompany
ShipmentAddress
ShipmentAddress2
ShipmentCity
ShipmentState
ShipmentZipCode
ShipmentCountry
ShipmentPhone
ShipmentEmail
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
PasswordRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sku
NameRequired
Cost
PriceRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderID
OrderStatusID
InternalComments
CustomerID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
First Name
Last Name
Country
State
City
Phone
ActionThis is an event a Zap performs.SearchFind existing data in your appSku
Name
Cost
Price
Stock
Hide
Free Shipping
On Sale
Non Tax
Not for Sale
ActionThis is an event a Zap performs.SearchFind existing data in your app
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.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.