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!
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Add a new Client in New Freshbooks when a new Person is created in Clio
It's easy to connect Clio + FreshBooks New and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new task is created.
Creates a new task.
Triggers when a new matter is created.
Creates a new matter.
Triggers when a new contact is created.
Creates a person contact.
Triggers when a new client is created.
Creates an Invoice.
Triggers when a new payment is created.
Creates other income (i.e., income that doesn't require an invoice and is received through other means).