Clio + WHMCS Integration

Q: Can I automatically create WHMCS invoices when a new Clio matter is opened?

You can create billing invoices in WHMCS automatically whenever a new matter is opened in Clio. Start from a ready workflow or customise your flow with Integrately AI.

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

You can connect Clio, WHMCS, and Slack together in a single multi-step automation. When a client is created in WHMCS, Clio creates a contact and Slack posts an alert to your team, alongside 1,500+ other apps.

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

Most alternatives charge more and lack built-in AI workflow builders, while Integrately offers 20 million+ templates, 24/5 live chat support, and 1,500+ app integrations for Clio and WHMCS.

Q: How are client contacts synchronized between Clio and WHMCS?

When a contact is created in Clio, it can automatically create a client profile in WHMCS using ready automations on Integrately without manual entry.

Q: Can I update Clio bill states when WHMCS invoices are paid?

When an invoice is paid in WHMCS, Clio can automatically update its bill state to paid using ready workflows on Integrately.

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

You do not need any coding skills to connect Clio and WHMCS. Use ready templates or ask Integrately AI to build your workflow instantly.

Q: Is the Clio and WHMCS integration free?

You can connect Clio to WHMCS using the free forever plan on Integrately, with ready workflows and automated syncing available right away.

Integrate Clio to WHMCS in one click, or tell Integrately AI how you want each client handled. Import contacts, generate invoices, track matters, and update records 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
Invoice is paid in WHMCS
Order is created in WHMCS
Invoice is created in WHMCS
Client is created in WHMCS
Ticket is created in WHMCS
Todo item is created in WHMCS

Search task by name in Clio
Assign task template list to matter in Clio
Upload document in Clio
Update task in Clio
Create communication in Clio
Create task 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
Search client in WHMCS
Get ticket by ID in WHMCS
Get invoice by ID in WHMCS
Create client in WHMCS
Delete client in WHMCS
Create ticket in WHMCS
Update ticket in WHMCS
Create invoice in WHMCS
Create contact in WHMCS
Search contact in WHMCS
Update contact in WHMCS
Create project in WHMCS
Get client by ID in WHMCS
Search ticket in WHMCS

Trusted by experts at...

Ready Workflows for Clio + WHMCS Integration

Create clients, generate invoices, log contacts, update matters, and send communications, all in just one click.

Create Clio contact from new WHMCS ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Clio. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Clio integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Clio.

This makes it easy to keep track of your support tickets and contacts in one place.

Activate

When Contact is created in Clio, create Contact in WHMCS

Activate

When Contact is created in Clio, create Ticket in WHMCS

Activate

Create Clio contact for new WHMCS contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this WHMCS - Clio integration, anytime a new WHMCS contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When Client is created in WHMCS > Check condition > Create person contact in Clio

WHMCS + Clio Integration

Activate

1of1

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

Connect more apps to your Clio + WHMCS flow

Sync billing details, notify your team on messaging apps, and keep accounting records updated across your stack. Pick a combination and activate it in one click.

Stripe (8)

QuickBooks Online (8)

Slack (8)

Google Calendar (8)

Zendesk (8)

Gmail (8)

Create a Stripe customer when a new client is created in WHMCS, and create a time entry in Clio

New WHMCS clients appear in Stripe as customers and generate a time entry in Clio instantly, so billing and practice records stay aligned.

When an invoice is paid in WHMCS, create a charge in Stripe, and add a matter note in Clio

Paid WHMCS invoices trigger a Stripe charge and record a note in Clio, keeping all matter history complete.

When a Stripe payment fails, update the invoice in WHMCS, and create a task in Clio

Failed Stripe payments update your WHMCS invoice status and open a follow-up task in Clio immediately.

Create a Stripe subscription for every new matter in Clio, and generate an invoice in WHMCS

New Clio matters automatically set up a Stripe subscription and generate the initial invoice in WHMCS.

If a WHMCS invoice is paid via Stripe, update the bill state in Clio and create a matter note

Stripe-backed WHMCS invoice payments update your Clio bill state and log a detailed matter note.

When a Stripe subscription is cancelled, update the client status in WHMCS, and update the matter in Clio

Cancelled Stripe subscriptions update your WHMCS client status and adjust the active Clio matter.

Use ChatGPT to summarise every new Stripe charge, create an invoice in WHMCS, and create a matter note in Clio

ChatGPT summarises incoming Stripe charges, generates a WHMCS invoice, and logs a note in Clio.

Turn every paid WHMCS invoice into a Stripe payment, create a project in WHMCS, and create a matter in Clio

Paid WHMCS invoices process a Stripe payment, open a WHMCS project, and establish a Clio matter.

When an invoice is created in WHMCS, create an invoice in QuickBooks Online, and create a matter in Clio

New WHMCS invoices generate a QuickBooks Online invoice and set up a corresponding matter in Clio.

When a contact is created in Clio, create a customer in QuickBooks Online, and create a client in WHMCS

Clio contacts instantly populate QuickBooks Online as customers and establish a client profile in WHMCS.

When a QuickBooks Online payment is received, update the invoice in WHMCS, and update the bill state in Clio

QuickBooks Online payments automatically update your WHMCS invoice and change your Clio bill state to paid.

Create a QuickBooks Online invoice for every new Clio matter, and generate an invoice in WHMCS

New Clio matters automatically generate accounting records in QuickBooks Online and billing invoices in WHMCS.

If a WHMCS invoice is marked paid, create a sales receipt in QuickBooks Online and update the bill state in Clio

Paid WHMCS invoices create a QuickBooks Online sales receipt and update your Clio bill state.

When a QuickBooks Online invoice becomes overdue, update the ticket in WHMCS and create a task in Clio

Overdue QuickBooks Online invoices update your WHMCS ticket and open a collection task in Clio.

Use Claude to extract line items from every new WHMCS invoice, create a QuickBooks Online invoice, and create a matter note in Clio

Claude parses WHMCS invoices to generate QuickBooks Online accounting records and log Clio matter notes.

Turn every QuickBooks Online customer into a WHMCS client, create a billing project in WHMCS, and create a matter in Clio

QuickBooks Online customers populate WHMCS client profiles, open billing projects, and establish Clio matters.

When a client is created in WHMCS, create a person contact in Clio, and notify your team on Slack

New WHMCS clients instantly generate a Clio person contact and alert your team channel in Slack.

When a matter is created in Clio, create an invoice in WHMCS, and post an alert in Slack

New Clio matters automatically generate a WHMCS invoice and announce the project in Slack.

When a WHMCS ticket is created, update the task in Clio and notify support on Slack

New WHMCS support tickets update your Clio task status and notify your support channel on Slack.

Create a task in Clio for every WHMCS order, generate an invoice in WHMCS, and announce it on Slack

WHMCS orders create a Clio task, generate an invoice, and post an announcement in Slack.

If a Clio bill state is updated to paid, create an invoice in WHMCS and notify finance on Slack

Paid Clio bills generate a WHMCS invoice and alert your finance channel on Slack.

When a WHMCS invoice is paid, update the matter status in Clio and post a success message in Slack

Paid WHMCS invoices update your Clio matter status and post a success notification in Slack.

Use Gemini to summarise every new Clio communication, create a ticket in WHMCS, and post the summary in Slack

Gemini summarises Clio communications, creates a WHMCS ticket, and posts the brief in Slack.

Turn every new Clio document into a WHMCS project, create a client folder in WHMCS, and notify the team on Slack

New Clio documents open a WHMCS project, create a storage folder, and announce the file in Slack.

When a calendar entry is created in Clio, create a project in WHMCS, and schedule an event in Google Calendar

Clio calendar entries automatically create a WHMCS project and schedule a meeting in Google Calendar.

When a WHMCS order is created, schedule a consultation in Google Calendar, and create a matter in Clio

New WHMCS orders schedule a Google Calendar consultation and open a matching matter in Clio.

When a Google Calendar event is updated, update the task in Clio and update the ticket in WHMCS

Google Calendar updates automatically modify your Clio task schedule and WHMCS support ticket.

Create a Google Calendar meeting for every new Clio task, create a task in Clio, and create a project in WHMCS

New Clio tasks schedule a Google Calendar meeting, update Clio, and open a WHMCS project.

If a Clio task is created for a consultation, schedule a Google Calendar meeting and create a client in WHMCS

Consultation tasks in Clio schedule a Google Calendar meeting and create a WHMCS client profile.

When a Google Calendar meeting finishes, update the matter status in Clio and create a ticket in WHMCS

Completed Google Calendar meetings update your Clio matter status and create a WHMCS support ticket.

Use Perplexity to brief every new Clio calendar entry, schedule a Google Calendar follow-up, and create a matter note in Clio

Perplexity briefs Clio calendar entries, schedules a Google Calendar follow-up, and logs a matter note.

Turn every WHMCS client appointment into a Google Calendar event, create a matter in Clio, and create a project in WHMCS

WHMCS appointments populate Google Calendar, establish a Clio matter, and open a WHMCS project.

When a ticket is created in WHMCS, create a support ticket in Zendesk, and create a matter in Clio

New WHMCS tickets open a support ticket in Zendesk and establish a tracking matter in Clio.

When a contact is created in Clio, create a user in Zendesk, and create a client in WHMCS

Clio contacts automatically populate Zendesk as users and establish a client account in WHMCS.

When a Zendesk ticket is solved, update the ticket in WHMCS and update the task in Clio

Solved Zendesk tickets automatically update your WHMCS support ticket and close the Clio task.

Create a Zendesk ticket for every new Clio task, create an invoice in WHMCS, and assign the ticket

New Clio tasks generate a Zendesk support ticket and create a billing invoice in WHMCS.

If a WHMCS ticket is urgent, create a Zendesk priority ticket and create a matter note in Clio

Urgent WHMCS tickets open a priority ticket in Zendesk and log a matter note in Clio.

When a Zendesk ticket is escalated, update the matter status in Clio and update the WHMCS ticket

Escalated Zendesk tickets update your Clio matter status and modify the WHMCS ticket.

Use ChatGPT to classify every new Zendesk support ticket, create a matter in Clio, and generate an invoice in WHMCS

ChatGPT classifies Zendesk tickets, opens a Clio matter, and generates a WHMCS invoice.

Turn every solved Zendesk ticket into a Clio task, create a WHMCS project, and log the closure in WHMCS

Solved Zendesk tickets create a Clio task, open a WHMCS project, and log ticket closure.

When an invoice is created in WHMCS, send an email via Gmail, and create a communication in Clio

New WHMCS invoices send an email via Gmail and log a communication record in Clio.

When a contact is created in Clio, send a welcome email via Gmail, and create a client in WHMCS

Clio contacts trigger a welcome email via Gmail and establish a client account in WHMCS.

When a Gmail reply is received, update the ticket in WHMCS and create a matter note in Clio

Incoming Gmail replies update your WHMCS support ticket and log a matter note in Clio.

Send a Gmail confirmation for every WHMCS order, create a matter in Clio, and generate an invoice in WHMCS

WHMCS orders send a Gmail confirmation, open a Clio matter, and generate an invoice.

If a WHMCS invoice is paid, send a receipt via Gmail and update the bill state in Clio

Paid WHMCS invoices send a receipt via Gmail and update your Clio bill state to paid.

When a Gmail message is tagged urgent, create a priority task in Clio and update the WHMCS ticket

Urgent Gmail messages create a priority task in Clio and update your WHMCS support ticket.

Use Claude to draft a response to every new WHMCS ticket, send via Gmail, and create a matter note in Clio

Claude drafts WHMCS ticket responses, sends via Gmail, and logs a matter note in Clio.

Turn every incoming Gmail client inquiry into a Clio person contact, create a client in WHMCS, and send an introductory email

Incoming Gmail inquiries create a Clio contact, establish a WHMCS client, and send an intro email.

Supported triggers and actions for Clio and WHMCS

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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WHMCS Triggers & Actions

Invoice is paid in WHMCS

Triggers the automation when an invoice is marked as paid

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Order is created in WHMCS

Triggers the automation when a new order is created

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Invoice is created in WHMCS

Triggers the automation when any invoice is added or modified

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Client is created in WHMCS

Triggers the automation when a new client is created

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Ticket is created in WHMCS

Triggers the automation when a new ticket is created

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Todo item is created in WHMCS

Triggers the automation when a todo item is created

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What can you automate with Clio + WHMCS?

Streamline your legal practice and billing operations with intelligent, automated workflows.

Get Started For Free

🔄

Sync client contacts between practice and billing

Automatically create a matching client profile in WHMCS whenever a new person contact is added in Clio, eliminating duplicate data entry.

🧾

Generate invoices from new legal matters

Create a new billing invoice in WHMCS the moment a matter is opened in Clio, ensuring immediate financial tracking.

⏱️

Log time entries from client billing events

Record billable hours and time entry activities in Clio automatically whenever client invoices are processed in WHMCS.

🔀

Route tasks based on invoice payment status

Create follow-up tasks in Clio when WHMCS invoices are paid, or open collection tasks if payments fail.

📋

Keep matter notes updated with payment details

Attach payment confirmations and invoice status updates directly to the relevant matter notes in Clio.

🔍

Prevent duplicate records across systems

Search existing contacts and matters before creating new entries to keep your database clean and organised.

📊

Handle subscription and billing lifecycle changes

Update matter statuses in Clio when WHMCS subscriptions are cancelled, renewed, or modified.

💬

Extend workflows to team communication tools

Connect your core pair with Slack or Gmail to notify team members instantly whenever new matters or invoices are created.

And much more...

Who is Clio + WHMCS integration for?

Legal practitioners and billing coordinators streamline client management, invoice generation, and matter tracking across systems to eliminate manual data entry errors.

Managing partners

Practice managers

Billing coordinators

Legal assistants

Client intake specialists

Compliance officers

📈

Managing partners

You review practice revenue and billing reports every week, but manual data transfers mean your dashboards are always missing recent client payments — this integration means every paid invoice updates your financial records instantly and your revenue reports stay accurate.

⚡

Practice managers

You need to assign onboarding tasks the moment a client signs up, but finding out about new orders hours late delays your team — with this integration, every new WHMCS order creates a Clio matter instantly and your staff starts work without delay.

📋

Billing coordinators

You answer client inquiries about invoice statuses and matter billable hours, but checking separate systems causes frustrating delays — automating both apps means your invoices and time entries stay perfectly synchronised across platforms.

🔄

Legal assistants

You manually copy client contact details from legal intake forms into your billing software, but high volume leads to missed fields and typos — with this integration, every new contact flows between apps automatically and your records remain error-free.

🎯

Client intake specialists

You rely on upstream teams to notify you when consultations are booked, but miscommunication causes missed client follow-ups — connecting these apps means every calendar entry and contact triggers downstream tasks immediately.

🗂️

Compliance officers

You audit matter notes and payment histories for regulatory compliance, but scattered records leave frustrating gaps in your audit trail — automating both apps means every transaction and communication is logged consistently without missing a step.

Try This Integration – No Code Needed

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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 + WHMCS

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

1,500+ apps connected

Connect Clio + WHMCS 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 WHMCS?

You can connect Clio to WHMCS in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields for your practice. You can also integrate apps like Stripe, Slack, and Gmail.

Can I automatically create WHMCS invoices when a new Clio matter is opened?

Can I connect Clio, WHMCS, and Slack?

What is a good Zapier alternative for Clio and WHMCS?

How are client contacts synchronized between Clio and WHMCS?

Can I update Clio bill states when WHMCS invoices are paid?

Do I need coding skills to automate Clio and WHMCS?

Is the Clio and WHMCS integration free?

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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 WHMCS With 1500+ Other Apps

Popular Clio Integrations

Connect Clio to document management, scheduling, and communication tools to streamline your legal practice.

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Popular WHMCS Integrations

Sync WHMCS with payment gateways, accounting platforms, and customer support desks to manage billing operations.

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Clio + WHMCS Integration

Integrate Clio to WHMCS in one click, or tell Integrately AI how you want each client handled. Import contacts, generate invoices, track matters, and update records automatically.

Trusted by experts at...

Ready Workflows for Clio + WHMCS Integration

Create clients, generate invoices, log contacts, update matters, and send communications, all in just one click.

Create Clio contact from new WHMCS ticket

When Contact is created in Clio, create Contact in WHMCS

When Contact is created in Clio, create Ticket in WHMCS

Create Clio contact for new WHMCS contact

When Client is created in WHMCS > Check condition > Create person contact in Clio

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

Connect more apps to your Clio + WHMCS flow

Sync billing details, notify your team on messaging apps, and keep accounting records updated across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Clio and WHMCS

Mix and match to build the exact automation you need

What can you automate with Clio + WHMCS?

Streamline your legal practice and billing operations with intelligent, automated workflows.

Who is Clio + WHMCS integration for?

Legal practitioners and billing coordinators streamline client management, invoice generation, and matter tracking across systems to eliminate manual data entry errors.

Did you know?

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

Why choose Integrately to automate Clio + WHMCS

Build and manage your Clio + WHMCS 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 WHMCS With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Clio + WHMCS Integration

Integrate Clio to WHMCS in one click, or tell Integrately AI how you want each client handled. Import contacts, generate invoices, track matters, and update records automatically.

Trusted by experts at...

Ready Workflows for Clio + WHMCS Integration

Create clients, generate invoices, log contacts, update matters, and send communications, all in just one click.

Create Clio contact from new WHMCS ticket

When Contact is created in Clio, create Contact in WHMCS

When Contact is created in Clio, create Ticket in WHMCS

Create Clio contact for new WHMCS contact

When Client is created in WHMCS > Check condition > Create person contact in Clio

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

Connect more apps to your Clio + WHMCS flow

Sync billing details, notify your team on messaging apps, and keep accounting records updated across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Clio and WHMCS

Mix and match to build the exact automation you need

What can you automate with Clio + WHMCS?

Streamline your legal practice and billing operations with intelligent, automated workflows.

Who is Clio + WHMCS integration for?

Legal practitioners and billing coordinators streamline client management, invoice generation, and matter tracking across systems to eliminate manual data entry errors.

Did you know?

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

Why choose Integrately to automate Clio + WHMCS

Build and manage your Clio + WHMCS 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 WHMCS 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