Clio
When this happens...
FreshBooks NewCreate or Update Client

Save time by avoiding manual entry of your clients in two platforms with the FreshBook Clio integration. When you create a new person in Clio, a new client will automatically get created in FreshBooks too!

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Clio + FreshBooks New and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Matter

Triggers when a new matter is created.

Create Matter

Creates a new matter.

New Contact

Triggers when a new contact is created.

Create Person Contact

Creates a person contact.

New Client

Triggers when a new client is created.

Create Invoice

Creates an Invoice.

New Payment

Triggers when a new payment is created.

Create Other Income

Creates other income (i.e., income that doesn't require an invoice and is received through other means).

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

See FreshBooks New Integrations