FreshBooks + Clio Integration

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

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Ready workflows for FreshBooks + Clio Integration

Just click on the workflow you want to automate

When Contact is created in Clio, create Client in FreshBooks

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Create Clio company from new FreshBooks invoice

If you're a small business owner who uses FreshBooks 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 FreshBooks!

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Create Clio contact for new FreshBooks client

If you are using FreshBooks, then you may want to also use Clio to manage your customer relationships. With the help of this automation, whenever you create a client in FreshBooks, 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 FreshBooks & Clio Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between FreshBooks & Clio

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Invoice is created in FreshBooks Instant
Invoice is updated in FreshBooks Instant
Filtered Invoice is created in FreshBooks
Client is created in FreshBooks Instant
Invoice Payment is created in FreshBooks Instant
Project is created in FreshBooks Instant
Project is updated in FreshBooks Instant
Estimate is created in FreshBooks Instant
Estimate is updated in FreshBooks Instant
Time Entry is created in FreshBooks Instant
Staff Member is created in FreshBooks
Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state has updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio

Create invoice in FreshBooks
Send invoice in FreshBooks
Update invoice in FreshBooks
Search invoice in FreshBooks
Create client in FreshBooks
Search customer in FreshBooks
Update client in FreshBooks
Create time entry in FreshBooks
Add payment to invoice in FreshBooks
Create other income in FreshBooks
Get customer by id in FreshBooks
Create expense in FreshBooks
Create estimate in FreshBooks
Create project in FreshBooks
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio

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Integrate FreshBooks & Clio In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate FreshBooks & Clio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect FreshBooks or Clio With 1100+ Other Apps

FreshBooks has everything your business needs to get paid, stay organized and grow. From invoicing to tracking time and expenses, FreshBooks is your all-in-one accounting software.

See FreshBooks Integrations

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.

See Clio Integrations