Clio + Holded Integration

Connect Clio to Holded in 1 click

Integrate Clio + Holded For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Clio + Holded Workflows

Create Holded Deal from new Clio Contact

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When Contact is created in Clio, create Contact in Holded

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Create Your Own Clio & Holded Integration Without Any Code

Create Custom Workflow

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 is 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
Invoice is created in Holded
Purchase is created in Holded

Create task in Clio
Upload document in Clio
Assign task template list to matter in Clio
Search task by name in Clio
Update task in Clio
Create communication in Clio
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
Create contact in Holded
Search contact by email in Holded
Update contact in Holded
Search contact by phone in Holded
Create sales invoice in Holded
Create purchase invoice in Holded
Create deal in Holded
Create credit note in Holded
Mark invoice as paid in Holded
Send invoice in Holded
Create sales receipt in Holded
Mark credit note as paid in Holded
Create quote in Holded
Create sales order in Holded
Create product in Holded
Create event in Holded
Create payment in Holded
Create employee in Holded

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

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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Holded is the only cloud-based tool that has everything you need to manage your company. No more switching between software tools to find what you're looking for. It's all one place — and it's easy to use.

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