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.
You Need A Budget (YNAB) + Clio Integration
Connect You Need A Budget (YNAB) to Clio in 1 click
Free forever.Use premium features free for 14 days.1.
Budget is created in You Need A Budget (YNAB)- Account is created in You Need A Budget (YNAB)
- Payee is created in You Need A Budget (YNAB)
- Transaction is created in You Need A Budget (YNAB)
- Category is created in You Need A Budget (YNAB)
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
2.
Trusted by experts at...
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Top 10 Most Popular You Need A Budget (YNAB) Automations from
Integrately Community
Just click on the workflow you want to automate
Create Google Sheets row for new You Need A Budget transaction
Create CompanyHub record for new You Need A Budget transaction
Create Salesforce record for new You Need A Budget transaction
Create Airtable record for new You Need A Budget transaction
Create Zoho CRM module for new You Need A Budget transaction
Create Google Sheets row for new You Need A Budget transaction
Create CompanyHub record for new You Need A Budget transaction
Create Salesforce record for new You Need A Budget transaction
Create Airtable record for new You Need A Budget transaction
Create Zoho CRM module for new You Need A Budget transaction
Create SeaTable row for new You Need A Budget transaction
Create EasyCSV data for new You Need A Budget transaction
Create Bubble data thing for new You Need A Budget transaction
Create PostgreSQL row for new You Need A Budget transaction
Create SQL Server row for new You Need A Budget transaction
Create SeaTable row for new You Need A Budget transaction
Create EasyCSV data for new You Need A Budget transaction
Create Bubble data thing for new You Need A Budget transaction
Create PostgreSQL row for new You Need A Budget transaction
Create SQL Server row for new You Need A Budget transaction
Top 10 Most Popular Clio Automations from
Integrately Community
Most popular
01
Create Clio contact for new Microsoft Excel row
02
Create Clio contact for new Eventbrite order
03
Create Clio contact for new MemberPress member
04
Create Clio contact for new Google Sheets row
05
Create Clio contact for new CompanyHub record
Most popular
01
Create Clio contact for new Microsoft Excel row
02
Create Clio contact for new Eventbrite order
03
Create Clio contact for new MemberPress member
04
Create Clio contact for new Google Sheets row
05
Create Clio contact for new CompanyHub record
06
Create Clio contact for new Zoho Creator record
07
Create Clio contact for new EasyCSV data
08
Create Clio contact for new Bubble data thing
09
Create Clio contact for new PostgreSQL row
10
Create Clio contact for new MySQL row
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect You Need A Budget (YNAB) + Clio Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect You Need A Budget (YNAB) + Clio Now
In Just 1 Click!
Want to automate something else in your workflow?
You Can Also Connect You Need A Budget (YNAB) or Clio With 1400+ Other Apps
You Need A Budget (YNAB)
You Need A Budget is a powerful, flexible budgeting app that helps you make and track your spending decisions. It is the only tool you'll need to help you manage your cash flow, increase your savings rate and beat debt for good.
Clio
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.
