Clio + FastSpring Integration

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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
  • FastSpring
    Order is completed in FastSpring Instant
  • FastSpring
    Order is failed in FastSpring Instant
  • FastSpring
    Subscription charge is completed in FastSpring Instant
  • FastSpring
    Subscription charge is failed in FastSpring Instant
  • FastSpring
    Mailing list entry is updated in FastSpring Instant
  • FastSpring
    Mailing list entry is removed in FastSpring Instant
  • FastSpring
    Payout entry is created in FastSpring Instant
  • FastSpring
    Subscription payment reminder in FastSpring Instant
  • FastSpring
    Subscription trial reminder in FastSpring Instant
  • FastSpring
    Return is created in FastSpring Instant
  • FastSpring
    Subscription is activated in FastSpring Instant
  • FastSpring
    Subscription is updated in FastSpring Instant
  • FastSpring
    Subscription is deactivated in FastSpring Instant
  • FastSpring
    Subscription is canceled in FastSpring Instant
  • FastSpring
    Subscription is uncanceled in FastSpring Instant
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2.
  • Clio
    Create task in Clio
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Create communication in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task 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

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FastSpring + Clio Integration

Create Clio contact from new FastSpring charge

If you've been using FastSpring to power your online payments, you'll be happy to know that integration with Clio will make it even easier for you to keep track of your payments and contact.

With this integration, when a charge is added in FastSpring, a contact will automatically be created in Clio. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using FastSpring and Clio, be sure to check it out!
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FastSpring + Clio Integration

Create Clio contact from new FastSpring order

As an online store owner, you're likely using FastSpring 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 FastSpring 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
FastSpring

Supported triggers and actions for Clio and FastSpring

Mix and match to build the exact automation you need

Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Create task in Clio
Generates a new task
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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Create communication in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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Update task in Clio
Modifies an existing task
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
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FastSpring
FastSpring Triggers & Actions
Instant
Order is completed in FastSpring
Triggers the automation when any order is completed
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Instant
Order is failed in FastSpring
Triggers the automation when an order fails
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Instant
Subscription charge is completed in FastSpring
Triggers the automation when a subscription charge is completed
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Instant
Subscription charge is failed in FastSpring
Triggers the automation when a subscription charge fails
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Instant
Mailing list entry is updated in FastSpring
Triggers the automation when a subscriber's details are modified
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Instant
Mailing list entry is removed in FastSpring
Triggers the automation when a subscriber is removed from a mailing list
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Instant
Payout entry is created in FastSpring
Triggers the automation when a new payout entry is created
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Instant
Subscription payment reminder in FastSpring
Triggers the automation when a subscription payment reminder is sent
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Instant
Subscription trial reminder in FastSpring
Triggers the automation when a subscription trial reminder is sent
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Instant
Return is created in FastSpring
Triggers the automation when a return is created
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Instant
Subscription is activated in FastSpring
Triggers the automation when a subscription is activated
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Instant
Subscription is updated in FastSpring
Triggers the automation when a subscription is updated
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Instant
Subscription is deactivated in FastSpring
Triggers the automation when a subscription is deactivated
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Instant
Subscription is canceled in FastSpring
Triggers the automation when a subscription is canceled
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Instant
Subscription is uncanceled in FastSpring
Triggers the automation when a subscription that was previously canceled is uncanceled
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No action is available

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AI that builds your automations
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24x5 Live Chat Support
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Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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