Alegra + Clio Integration

Connect Alegra to Clio - Automate your workflows in 1-click

Set up Alegra automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Alegra & Clio using Integrately.
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Alegra + Clio Integration

Create Clio company from new Alegra invoice

If you're a small business owner who uses Alegra to manage your finances, you may be wondering if there's a way to automatically create a company profile in Clio whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and Alegra!
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Alegra + Clio Integration

Create Clio contact for new Alegra contact

If you are using Alegra, then you may want to also use Clio to manage your customer relationships. With the help of this automation, whenever you create a contact in Alegra, a corresponding contact will be created in Clio.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Create Your Own Alegra & Clio Integration Without Any Code

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2. Select what action you want to automate
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Alegra + Clio Integration
1.
  • Alegra
    Invoice is created in Alegra

    Triggers the automation when any invoice is added or modified

  • Alegra
    Item is created in Alegra

    Triggers the automation when a new item is created

  • Alegra
    Contact is created in Alegra

    Triggers the automation when a new contact is created

  • Alegra
    Estimate is created in Alegra

    Triggers the automation when a new estimate is created

  • Clio
    Contact is created in Clio

    Triggers the automation when a new contact is created

    Instant
  • Clio
    Task is created in Clio

    Triggers the automation when a new task is created

    Instant
  • Clio
    Matter is created in Clio

    Triggers the automation when a new matter is created

    Instant
  • Clio
    Communication is created in Clio

    Triggers the automation when a new communication is created

    Instant
  • Clio
    Bill state is updated in Clio

    Triggers the automation when a bill state has been updated

    Instant
  • Clio
    Task status has updated in Clio

    Triggers the automation when a Task status has been updated

    Instant
  • Clio
    Calendar entry is created in Clio

    Triggers the automation when a new calendar entry is created

    Instant
  • Clio
    Matter status has updated in Clio

    Triggers the automation when the status of a particular matter is updated

    Instant
  • Clio
    Matter note is created in Clio

    Triggers the automation when a new note is added to any matter

  • Clio
    Activity is created in Clio

    Triggers the automation when a new activity is created

    Instant
  • Clio
    New bill is created in Clio

    Triggers the automation when a new bill is raised

    Instant
  • Clio
    Document is created in Clio

    Triggers the automation when a new document is created

2.
  • Alegra
    Create invoice in Alegra

    Generates invoices for sales transactions

  • Alegra
    Create invoice in Costa Rica in Alegra

    Generate invoices with automated data entry in costa rica

  • Alegra
    Create invoice in Peru in Alegra

    Generates invoices for businesses in peru

  • Alegra
    Create invoice in Mexico in Alegra

    Generates invoices compliant with mexican tax laws

  • Alegra
    Create invoice in Chile in Alegra

    Generates invoices for business transactions in chile

  • Alegra
    Create invoice in Colombia in Alegra

    Generates invoices for colombian clients

  • Alegra
    Create invoice in Argentina in Alegra

    Generates invoices in compliance with argentina's invoicing regulations

  • Alegra
    Send Invoice by mail in Alegra

    Sends an invoice by mail

  • Alegra
    Create invoice payment in Alegra

    Generates and process invoice payments

  • Alegra
    Search invoice in Alegra

    Locates and retrieves invoices with

  • Alegra
    Create contact in Alegra

    Adds a new contact to the database

  • Alegra
    Update contact in Alegra

    Updates contact information with new details

  • Alegra
    Search contact in Alegra

    Finds and retrieves contact information

  • Alegra
    Create contact in Argentina in Alegra

    Adds a new contact to the address book for argentina

  • Alegra
    Create contact in chile in Alegra

    Adds a new contact to the address book in chile

  • Alegra
    Create contact in Costa Rica in Alegra

    Adds new contacts to your database in costa rica

  • Alegra
    Create contact in Mexico in Alegra

    Adds a new contact to the database with a mexican address

  • Alegra
    Create contact in Peru in Alegra

    Adds a new contact to the database for peru

  • Alegra
    Create contact in Colombia in Alegra

    Adds a new contact with colombian details

  • Alegra
    Update contact in Colombia in Alegra

    Updates contact information in colombia

  • Alegra
    Create item in Costa Rica in Alegra

    Creates a new item in costa rica

  • Alegra
    Update item in Alegra

    Updates an item with new information

  • Alegra
    Create item in Alegra

    Generates a new item

  • Alegra
    Create item in Mexico in Alegra

    Generates new item listings in mexico

  • Alegra
    Search item in Alegra

    Locates and retrieves particular item information

  • Alegra
    Create remission in Alegra

    Creates a new remission

  • Alegra
    Create estimate in Alegra

    Adds a new contact to the contact list

  • Alegra
    Send estimate by mail in Alegra

    Sends an estimate by mail

  • Alegra
    Create tax in Alegra

    Creates a new tax entry

  • Alegra
    Search tax in Alegra

    Searches for a tax

  • Clio
    Create person contact in Clio

    Adds a new contact to the person database

  • Clio
    Update person contact in Clio

    Updates contact information for a person

  • Clio
    Search person contact in Clio

    Searches for a person contact

  • Clio
    Search contact by custom field in Clio

    Locates and retrieves contacts using a custom field

  • Clio
    Create time entry (Activity) in Clio

    Record and track time spent on a activity

  • Clio
    Update matter in Clio

    Updates matter details with the latest information

  • Clio
    Create matter in Clio

    Generates new matter

  • Clio
    Create matter note in Clio

    Generates a note for new matters

  • Clio
    Create matter folder in Clio

    Generates a folder for organizing matter

  • Clio
    Create calendar entry in Clio

    Adds a new event to the calendar

  • Clio
    Search matter in Clio

    Searches for a matter

  • Clio
    Create expense entry (Activity) in Clio

    Record a new expense entry

  • Clio
    Search matter by custom field in Clio

    Searches for a matter using a custom field

  • Clio
    Create company contact in Clio

    Adds a new contact for a company into the company's contact list

  • Clio
    Update company contact in Clio

    Updates contact information for company records

  • Clio
    Search company contact in Clio

    Retrieves contact information for a company

  • Clio
    Search user in Clio

    Searches for a user

  • Clio
    Search bill in Clio

    Searches for a bill

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You Can Also Connect Alegra or Clio With 1200+ Other Apps

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Alegra is a simple and intuitive app that helps small and medium businesses in Latin America manage their business finances. It's the easiest way to keep track of expenses and organize your invoices.

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Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

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