Clio + Invoiced Integration

Q: Can I automatically create Invoiced invoices from new Clio bills?

You can generate Invoiced invoices automatically whenever a new bill is created in Clio. Pick a ready automation or build your custom workflow with Integrately AI.

Q: Can I connect Clio, Invoiced, and Slack?

You can connect Clio, Invoiced, and Slack together in a single multi-step automation. When a bill is created in Clio, an invoice is generated in Invoiced and a notification is posted in Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Clio and Invoiced?

Most alternatives lack the ease and speed of Integrately, which offers 20 million+ templates, 1-click setup, 24/5 live support, and AI-powered workflow building for Clio and Invoiced.

Q: How does Clio handle billing data in this integration?

Clio triggers automation events when new bills are created or updated, passing data securely to Invoiced. There is a ready template — start from the Clio and Invoiced integration.

Q: How does Invoiced process invoices from Clio?

Invoiced receives bill details from Clio to create corresponding invoices and track payments automatically. There is a ready template — start from the Clio and Invoiced integration.

Q: Do I need coding skills to automate Clio and Invoiced?

You can connect Clio and Invoiced without writing any code by using ready templates or describing your process to Integrately AI.

Q: Is the Clio and Invoiced integration free?

The Clio and Invoiced integration is available on the Integrately free forever plan, giving you access to ready workflows and automated tasks.

Integrate Clio to Invoiced in one click, or tell Integrately AI how you want each bill handled. Track billable hours, generate invoices, update customer records, and alert your team automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

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
Payment is created in Invoiced Instant
Payment is updated in Invoiced Instant
Payment is deleted in Invoiced Instant
Invoice is paid in Invoiced Instant
Invoice is created in Invoiced Instant
Invoice is updated in Invoiced Instant
Invoice is deleted in Invoiced Instant
Customer is created in Invoiced Instant
Customer is updated in Invoiced Instant
Customer is deleted in Invoiced Instant
Contact is created in Invoiced Instant
Contact is updated in Invoiced Instant
Contact is deleted in Invoiced Instant
Credit note is updated in Invoiced Instant
Customer is merged in Invoiced Instant
Invoice is viewed in Invoiced Instant
Estimate is approved in Invoiced Instant
Credit note is created in Invoiced Instant
Credit note is deleted in Invoiced Instant
Credit note is commented in Invoiced Instant
Credit note is viewed in Invoiced Instant
Task is created in Invoiced Instant
Task is updated in Invoiced Instant
Task is deleted in Invoiced Instant
Task is completed in Invoiced Instant
Estimate is created in Invoiced Instant
Estimate is updated in Invoiced Instant
Estimate is deleted in Invoiced Instant
Estimate is viewed in Invoiced Instant
Subscription is created in Invoiced Instant
Subscription is updated in Invoiced Instant
Subscription is deleted in Invoiced Instant

Trusted by experts at...

Ready Workflows for Clio + Invoiced Integration

Create invoices, track payments, update customer details, notify your team, and send payment reminders, all in just one click.

Create Clio contact for new Invoiced contact

If you are using Invoiced, 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 Invoiced, 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?

Activate

Create Clio company from new Invoiced invoice

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

Activate

Create Clio contact for new Invoiced customer

Invoiced + Clio Integration

Activate

When Contact is created in Clio, create Contact in Invoiced

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Invoiced flow

Connect accounting platforms, calendars, communication tools, and payment gateways to extend your Clio and Invoiced workflows. Pick a combination and activate it in one click.

Stripe (1)

Clio (1)

QuickBooks Online (1)

Google Calendar (1)

Slack (1)

Gmail (1)

When a new bill is created in Clio, create an invoice in Invoiced and process the payment in Stripe

New Clio bills generate corresponding Invoiced invoices and trigger Stripe payments instantly, eliminating manual financial entries.

When a new bill is created in Clio, create an invoice in Invoiced and update the matter in Clio

Clio bills automatically spawn Invoiced invoices while updating your Clio matter status to keep legal records current.

When a new bill is created in Clio, create an invoice in Invoiced and add a customer in QuickBooks Online

Clio billing events trigger Invoiced invoices and update QuickBooks Online customer records automatically.

When a new bill is created in Clio, create an invoice in Invoiced and schedule a reminder in Google Calendar

Clio bills create Invoiced invoices and set Google Calendar follow-up reminders automatically for billing teams.

When a new bill is created in Clio, create an invoice in Invoiced and alert your finance team in Slack

Clio bills trigger Invoiced invoices and post instant notifications to your Slack finance channel.

When a new bill is created in Clio, create an invoice in Invoiced and send an email notification via Gmail

Clio bills generate Invoiced invoices and trigger automated Gmail notifications to clients instantly.

Supported triggers and actions for Clio and Invoiced

Mix and match to build the exact automation you need

Clio Triggers & Actions

Instant

Contact is created in Clio

Triggers the automation when a new contact is created

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Instant

Task is created in Clio

Triggers the automation when a new task is created

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Instant

Matter is created in Clio

Triggers the automation when a new matter is created

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Instant

Communication is created in Clio

Triggers the automation when a new communication is created

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Instant

Bill state is updated in Clio

Triggers the automation when a bill state has been updated

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Instant

Task status has updated in Clio

Triggers the automation when a Task status has been updated

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Instant

Calendar entry is created in Clio

Triggers the automation when a new calendar entry is created

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Instant

Matter status has updated in Clio

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

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Matter note is created in Clio

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

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Instant

Activity is created in Clio

Triggers the automation when a new activity is created

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Instant

New bill is created in Clio

Triggers the automation when a new bill is raised

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Document is created in Clio

Triggers the automation when a new document is created

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Invoiced Triggers & Actions

Instant

Payment is created in Invoiced

Triggers the automation when a new payment is created

Try it →

Instant

Payment is updated in Invoiced

Triggers the automation when a payment status is updated

Try it →

Instant

Payment is deleted in Invoiced

Triggers the automation when a payment is deleted

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Instant

Invoice is paid in Invoiced

Triggers the automation when an invoice is marked as paid

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Instant

Invoice is created in Invoiced

Triggers the automation when any invoice is added or modified

Try it →

Instant

Invoice is updated in Invoiced

Triggers the automation when an invoice is updated

Try it →

Instant

Invoice is deleted in Invoiced

Triggers the automation when an invoice is deleted

Try it →

Instant

Customer is created in Invoiced

Triggers the automation when a new customer is created

Try it →

Instant

Customer is updated in Invoiced

Triggers the automation when customer details are updated

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Instant

Customer is deleted in Invoiced

Triggers the automation when a customer is removed from the database

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Instant

Contact is created in Invoiced

Triggers the automation when a new contact is created

Try it →

Instant

Contact is updated in Invoiced

Triggers the automation when a contact is updated

Try it →

Instant

Contact is deleted in Invoiced

Triggers the automation when a contact is removed from the particular list

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Instant

Credit note is updated in Invoiced

Triggers the automation when a credit note is modified

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Instant

Customer is merged in Invoiced

Triggers the automation when the customer details are merged

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Instant

Invoice is viewed in Invoiced

Triggers the automation when the recipient views your invoice

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Instant

Estimate is approved in Invoiced

Triggers the automation when any estimate is approved

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Instant

Credit note is created in Invoiced

Triggers the automation when a new credit note is generated

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Instant

Credit note is deleted in Invoiced

Triggers the automation when a credit note is deleted

Try it →

Instant

Credit note is commented in Invoiced

Triggers the automation when a credit note is commented on

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Instant

Credit note is viewed in Invoiced

Triggers the automation when a credit note is viewed

Try it →

Instant

Task is created in Invoiced

Triggers the automation when a new task is created

Try it →

Instant

Task is updated in Invoiced

Triggers the automation when any task is updated

Try it →

Instant

Task is deleted in Invoiced

Triggers the automation when a task is deleted

Try it →

Instant

Task is completed in Invoiced

Triggers the automation when any task is completed

Try it →

Instant

Estimate is created in Invoiced

Triggers the automation when a new estimate is created

Try it →

Instant

Estimate is updated in Invoiced

Triggers the automation when any estimate is modified

Try it →

Instant

Estimate is deleted in Invoiced

Triggers the automation when any estimate is deleted

Try it →

Instant

Estimate is viewed in Invoiced

Triggers the automation when any estimate is viewed by the recipient

Try it →

Instant

Subscription is created in Invoiced

Triggers the automation when a new subscription is created

Try it →

Instant

Subscription is updated in Invoiced

Triggers the automation when a subscription is updated

Try it →

Instant

Subscription is deleted in Invoiced

Triggers the automation when a subscription is deleted

Try it →

What can you automate with Clio + Invoiced?

Streamline your legal practice and financial operations with automated workflows connecting Clio and Invoiced.

Get Started For Free

🧾

Generate invoices automatically from new Clio bills

Trigger an Invoiced invoice creation the exact moment a new bill is created in Clio. Eliminate double-entry and accelerate your billing cycle.

📋

Capture every custom field and billing detail

Map all available Clio matter data and bill line items directly into Invoiced customer records and invoices instead of basic names and amounts.

🔔

Alert your finance team immediately on payment

Send instant notifications to your billing staff whenever a customer payment is created or an invoice is paid in Invoiced.

🔀

Route invoices based on client type or matter status

Create different invoice workflows or apply specific payment terms depending on custom field values submitted in your Clio matters.

🔄

Keep customer records updated across platforms

Automatically update customer details in Invoiced whenever contact information or matter details change in Clio.

🔍

Search and match existing records to prevent duplicates

Verify existing customer profiles before creating new entries, ensuring clean data hygiene between your practice management and billing systems.

💳

Handle payment and credit note updates seamlessly

Update matter balances and financial records automatically whenever an invoice is paid, refunded, or credited in Invoiced.

🌐

Extend your workflow to external tools like Slack

Connect your core Clio and Invoiced flow with Slack or Gmail to notify stakeholders and send client follow-up emails automatically.

And much more...

Who is Clio + Invoiced integration for?

Legal professionals, practice managers, and finance teams automate client billing, track payment statuses, and eliminate manual data entry between practice management and accounting systems.

Financial Controllers

Legal Billing Specialists

Practice Managers

Law Firm Administrators

Accounts Receivable Clerks

Compliance Officers

📈

Financial Controllers

You review practice revenue and billing reports, but your financial figures only update when someone manually exports payment data, so the revenue metrics you report against are always hours behind — integrating these apps means every new invoice and payment syncs instantly and your financial dashboard stays current.

⚡

Legal Billing Specialists

You need to follow up on overdue client accounts immediately, but you find out about unpaid bills long after the due date has passed — automating both apps means overdue notices trigger the moment an invoice status changes and your collections process runs on schedule.

📋

Practice Managers

You answer to firm partners who want to see daily matter profitability and billing progress, but compiling the numbers requires cross-referencing two separate platforms — connecting these apps means matter costs and invoice records merge automatically into a single unified view.

⚖️

Law Firm Administrators

The volume of client matters and billable tasks is too high for your staff to keep up with by hand, leading to missed invoices and delayed revenue collection — this integration means every new bill created in your practice manager instantly generates the correct invoice without human intervention.

👥

Accounts Receivable Clerks

You own the payment collection workflow and depend on attorneys to hand over bill details before you can request funds from clients — with this integration, every new billing entry flows directly into your accounts receivable queue the second it is generated.

🔍

Compliance Officers

You need a reliable audit trail for every legal transaction and keep finding gaps between matter records and client payment receipts — automating this workflow means every client payment and invoice update creates a permanent matching record across both systems.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Clio + Invoiced

Build and manage your Clio + Invoiced automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Clio + Invoiced with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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How to connect Clio with third-party apps : 19 must-have integrations

Optimize client and matter management with the top 19 Clio integrations. Improve your legal business operations and enhance productivity effectively.

Frequently Asked Questions

How do I connect Clio to Invoiced?

You can connect Clio to Invoiced in one click using pre-built templates or ask Integrately AI to configure your workflow. You can also integrate apps like Stripe, QuickBooks Online, Slack, and Gmail.

Can I automatically create Invoiced invoices from new Clio bills?

Can I connect Clio, Invoiced, and Slack?

What is a good Zapier alternative for Clio and Invoiced?

How does Clio handle billing data in this integration?

How does Invoiced process invoices from Clio?

Do I need coding skills to automate Clio and Invoiced?

Is the Clio and Invoiced integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Clio or Invoiced With 1500+ Other Apps

Popular Clio Integrations

Connect Clio to CRMs, document management, and scheduling tools to manage your legal practice efficiently.

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Popular Invoiced Integrations

Sync Invoiced with payment processors, accounting platforms, and reporting tools to keep your revenue operations running.

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Clio + Invoiced Integration

Integrate Clio to Invoiced in one click, or tell Integrately AI how you want each bill handled. Track billable hours, generate invoices, update customer records, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Clio + Invoiced Integration

Create invoices, track payments, update customer details, notify your team, and send payment reminders, all in just one click.

Create Clio contact for new Invoiced contact

Create Clio company from new Invoiced invoice

Create Clio contact for new Invoiced customer

When Contact is created in Clio, create Contact in Invoiced

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Invoiced flow

Connect accounting platforms, calendars, communication tools, and payment gateways to extend your Clio and Invoiced workflows. Pick a combination and activate it in one click.

Supported triggers and actions for Clio and Invoiced

Mix and match to build the exact automation you need

What can you automate with Clio + Invoiced?

Streamline your legal practice and financial operations with automated workflows connecting Clio and Invoiced.

Who is Clio + Invoiced integration for?

Legal professionals, practice managers, and finance teams automate client billing, track payment statuses, and eliminate manual data entry between practice management and accounting systems.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Clio + Invoiced

Build and manage your Clio + Invoiced automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to connect Clio with third-party apps : 19 must-have integrations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Clio or Invoiced With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Clio + Invoiced Integration

Integrate Clio to Invoiced in one click, or tell Integrately AI how you want each bill handled. Track billable hours, generate invoices, update customer records, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Clio + Invoiced Integration

Create invoices, track payments, update customer details, notify your team, and send payment reminders, all in just one click.

Create Clio contact for new Invoiced contact

Create Clio company from new Invoiced invoice

Create Clio contact for new Invoiced customer

When Contact is created in Clio, create Contact in Invoiced

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Invoiced flow

Connect accounting platforms, calendars, communication tools, and payment gateways to extend your Clio and Invoiced workflows. Pick a combination and activate it in one click.

Supported triggers and actions for Clio and Invoiced

Mix and match to build the exact automation you need

What can you automate with Clio + Invoiced?

Streamline your legal practice and financial operations with automated workflows connecting Clio and Invoiced.

Who is Clio + Invoiced integration for?

Legal professionals, practice managers, and finance teams automate client billing, track payment statuses, and eliminate manual data entry between practice management and accounting systems.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Clio + Invoiced

Build and manage your Clio + Invoiced automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to connect Clio with third-party apps : 19 must-have integrations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Clio or Invoiced With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click