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Clio + FileInvite Integrations

How to connect Clio + FileInvite

Zapier lets you send info between Clio and FileInvite automatically—no code required.

When this happens...
ClioClio
Bill State Updated

Triggers when the state of a bill has changed.

automatically do this!
FileInviteFileInvite
Create Invite

Creates a new invite for an existing person.

Supported triggers and actions

What does this mean?

How Clio + FileInvite Integrations Work

  1. Step 1: Authenticate Clio + FileInvite.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Learn More

Related categories

  • CRM (Customer Relationship Management)
fileinvite logo
fileinvite logo
fileinvite logo

About FileInvite

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

Related categories

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