Clio + Wave Integration

Integrate Clio to Wave in one click, or tell Integrately AI how you want each bill handled. Create invoices, log transactions, update customer details, and track your cash flow automatically.

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1.
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
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2.

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Ready Workflows Ready Workflows for Clio + Wave Integration

Create invoices from bills, add new customers, log transactions, update account records, and track cash flow, all in just one click.

Most popular automationsmost-popular-automations
Wave + Clio Integration

Create Clio contact for new Wave customer

If you are using Wave, then you may want to also use Clio to manage your customer relationships. With the help of this automation, whenever you create a customer in Wave, 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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Wave + Clio Integration

Create Clio company from new Wave invoice

If you're a small business owner who uses Wave 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 Wave!
Activate
  • 1of1
Got a different task in mind? Describe it

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

Connect more apps to your Clio + Wave flow

Sync your legal billing and finance workflows with your CRM, communication tools, and payment systems. Pick a combination and activate it in one click.

Clio
Wave
+
Google CalendarGoogle Calendar (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
C
W
G
Create a Wave invoice and schedule a Google Calendar event automatically when a new Clio matter is created.
New Clio matters instantly generate a Wave invoice and a scheduled Google Calendar event, removing manual data entry and keeping your schedule aligned with client work.
W
C
G
When a new customer is created in Wave, create a matching contact in Clio and schedule a kickoff meeting in Google Calendar.
Wave customers automatically establish client records in Clio and book Google Calendar meetings, eliminating manual scheduling across platforms.
C
W
G
When a Clio calendar entry is created, create an invoice in Wave and update your Google Calendar details.
Clio calendar events trigger Wave invoices and calendar updates instantly, ensuring accurate tracking of billable engagements.

Supported triggers and actions for Clio and Wave

Mix and match to build the exact automation you need

Clio
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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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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Update task in Clio
Modifies an existing task
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Create communication in Clio
Generates a new communication
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Create task in Clio
Generates a new task
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
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Wave
Wave Triggers & Actions
Invoice is created in Wave
Triggers the automation when any invoice is added or modified
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Customer is created in Wave
Triggers the automation when a new customer is created
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Create invoice in Wave
Generates invoices for sales transactions
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Create customer in Wave
Adds a new customer to the database
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Search customer in Wave
Locates and retrieves customer information
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Create Money Transaction in Wave
Creates a new money transaction
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Create Money Deposit Transaction in Wave
Creates a new money deposit transaction
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Update customer in Wave
Updates a customer's information
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Update product in Wave
Updates product information
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Create product in Wave
Generates and launch new products
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What can you automate with Clio + Wave?

Streamline your legal practice finances by automatically syncing matters, bills, invoices, and customer records between Clio and Wave.

What you can automate?
⚡
Create Wave invoices from new Clio bills automatically
Generate a matching invoice in Wave the moment a new bill is created in Clio. Your accounting department receives financial data without manual data transfer.
📋
Capture every submitted field across client matters
Map detailed contact fields, matter notes, and custom attributes from Clio into Wave customer profiles. Eliminate missing data and maintain comprehensive records.
🔔
Notify your finance team the instant bills are issued
Send instant channel messages or email notifications whenever bills or invoices are generated. Keep your administrative team informed of revenue milestones.
🔀
Route records based on submitted bill states
Apply conditional logic to handle paid bills differently from pending ones. Direct financial data to the correct ledger based on real-time status updates.
🔄
Keep accounting records updated as matters change
Update customer details, task statuses, and financial records automatically. Ensure your Wave accounts reflect the latest activity happening in Clio.
👥
Add or update customers instead of creating duplicates
Search existing customer databases before generating new records in Wave. Prevent duplicate entries and keep your client directory clean.
💳
Handle later billing state changes and transactions
Track payments, bill updates, and money deposits as accounts move through their financial lifecycle. Keep your receivables ledger accurate.
🔗
Extend your legal workflow to Slack and Gmail
Trigger multi-step automations that connect Clio and Wave with Slack, Gmail, or Stripe. Coordinate legal work and financial operations seamlessly.
And much more...

Who is Clio + Wave integration for?

Connecting Clio and Wave helps legal professionals and finance teams streamline billing, track cash flow, and eliminate manual data entry across client matters.

Financial controllers
Financial controllers
Managing partners
Managing partners
Practice managers
Practice managers
Legal billers
Legal billers
Timekeepers
Timekeepers
Client intake specialists
Client intake specialists
📈
Financial controllers
You are reviewing revenue reports in Wave, but bill statuses updated in Clio never match your accounting ledger — automating both apps means every new bill and invoice status syncs instantly so your revenue tracking is always accurate.
⚖️
Managing partners
You are tracking matter statuses in Clio, but payment updates in Wave take hours to reach your desk — with this integration, every payment transaction appears immediately and you always know your firm's cash flow.
💼
Practice managers
You are creating matters in Clio, but manually copying client details into Wave leads to billing delays — this integration means every client record and invoice is created without double-handling, accelerating your billing cycle.
🧾
Legal billers
You are generating new bills in Clio, but high transaction volumes make manual Wave bookkeeping impossible to keep up with — automating both apps means every financial entry is logged smoothly and your accounts stay reconciled.
🕒
Timekeepers
You are logging time entries in Clio, but keeping your Wave invoices aligned requires tedious cross-referencing — connecting these apps means your billable hours flow directly into financial records without manual intervention.
📂
Client intake specialists
You are setting up new contacts in Clio, but missing customer profiles in Wave cause invoicing gaps — this integration means every new client contact triggers a Wave customer profile instantly and your audit trail remains complete.
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Ready Workflows 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 + Wave

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

1,500+ apps connected
1,500+ apps connected
Connect Clio + Wave with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clio to Wave?
Frequently Asked Questions
You can connect Clio and Wave in 1 click using ready templates, or ask Integrately AI to build the automation and map the fields. You can also connect apps like Google Calendar, Slack, HubSpot, Stripe, QuickBooks Online, and Gmail with 1,500+ integrations available.
Can I automatically generate a Wave invoice when a new bill is created in Clio?
Frequently Asked Questions
Can I connect Clio, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Wave?
Frequently Asked Questions
How does Clio handle bill state updates in automations?
Frequently Asked Questions
Can Wave trigger customer creation when setting up legal matters?
Frequently Asked Questions
How do I automate Clio and Wave without coding?
Frequently Asked Questions
Is the Clio and Wave integration free?
Frequently Asked Questions
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