Clio + Quaderno
Create invoices in Quaderno for new contacts in Clio
Easily manage your billing process by connecting Clio and Quaderno. This workflow is activated when you add a new contact in Clio, and immediately creates an invoice in Quaderno to streamline your invoicing process. Save time and reduce manual data entry, ensuring accuracy and efficiency in your financial operations.
Easily manage your billing process by connecting Clio and Quaderno. This workflow is activated when you add a new contact in Clio, and immediately creates an invoice in Quaderno to streamline your invoicing process. Save time and reduce manual data entry, ensuring accuracy and efficiency in your financial operations.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Invoice
Create a Quaderno Invoice.
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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.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Quaderno
Quaderno is a tax software that handles sales tax, VAT, and GST for your online business. Automatically calculates tax, sends receipts and invoices, and provides instant multi-channel tax reports for your sales around the world.