Connect Webshipper and Clio to Build Intelligent Automations

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Webshipper

When this happens...

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Clio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Order

New Order

Trigger's when an order is created.

Order Updated

Order Updated

Trigger's when an order is updated.

Order Deleted

Order Deleted

Trigger's when an order is deleted.

Shipment Created

Shipment Created

Trigger's when a new shipment is created.

Shipment Updated

Shipment Updated

Trigger's when a shipment is updated.

Shipment Deleted

Shipment Deleted

Trigger's when a shipment was deleted.

Do thisActions

Action is the task that follows automatically within your Webshipper integrations.

Create a User

Create a User

Create a new user.

Update an User

Update an User

Update an user by user email.

Delete a User

Delete a User

Delete an user by email address.

Find a User

Find a User

Find a user by name

Create Task

Create Task

Creates a new task.

Update Person Contact

Update Person Contact

Updates an existing person contact.

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Frequently Asked Questions

How do I start an integration between Webshipper and Clio?

To start, connect both your Webshipper and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Webshipper triggers actions in Clio (or vice versa).

Can we customize how data from Webshipper is recorded in Clio?

Absolutely. You can customize how Webshipper data is recorded in Clio. This includes choosing which data fields go into which fields of Clio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Webshipper and Clio?

The data sync between Webshipper and Clio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Webshipper to Clio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Webshipper and Clio?

Yes, you can set conditional logic to control the flow of data between Webshipper and Clio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Webshipper

About Webshipper

Webshipper is a shipping platform for all your shipping needs. Webshipper can help you automate and optimize your shipping flow.

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Clio

About Clio

Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.

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