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Clio + QuickBooks Online

Clio + QuickBooks Online

Clio + QuickBooks Online integrations

Create new QuickBooks Online customers from new Clio contacts

This workflow initiates when a new contact is added in your Clio app, and proceeds to create a corresponding customer in your QuickBooks Online app. It simplifies your task management by eliminating the need for manual data entry, while ensuring your customer information stays consistent and up-to-date across both platforms. Make your customer onboarding process more efficient with this streamlined process.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerTriggers when you add a new customer.
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More things you can do with Clio and QuickBooks Online

Discover other triggers and actions you can use with Clio and QuickBooks Online

  • Clio triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type
    Trigger
    Instant
    Try It
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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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About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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  • Create new QuickBooks Online customers from new matters in Clio