When Contact is created in Clio, create Client in FreshBooks
When Contact is created in Clio, create Client in FreshBooks
Clio + FreshBooks Integration
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Popular Clio + FreshBooks Workflows
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!
Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and FreshBooks!
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?
See moreThis 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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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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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.
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