• Harvest logoHarvest logo
  • Clio logoClio logo

Harvest + Clio Integrations

How to connect Harvest + Clio

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  • Harvest triggers, actions, and search
    New User Assignment
    Triggers when a person is assigned to a project.
    Trigger
    Scheduled
  • Harvest triggers, actions, and search
    New Client
    Triggers when you add a new client.
    Trigger
    Scheduled
  • Harvest triggers, actions, and search
    New Contact
    Triggers when you add a new contact.
    Trigger
    Scheduled
  • Harvest triggers, actions, and search
    New Invoice
    Triggers when you add a new invoice.
    Trigger
    Scheduled
  • Harvest triggers, actions, and search
    New Invoice
    Triggers when you add a new invoice (with line item support).
    Trigger
    Scheduled
  • Harvest triggers, actions, and search
    New Person
    Triggers when you add a new person.
    Trigger
    Scheduled
  • Harvest triggers, actions, and search
    New Project
    Triggers when you add a new project.
    Trigger
    Scheduled
  • Harvest triggers, actions, and search
    New Task
    Triggers when you add a new task.
    Trigger
    Scheduled
  • Harvest

    Triggers when a new timesheet entry is created for today.

    Scheduled

    Trigger

  • Harvest

    Adds a new client.

    Scheduled

    Action

  • Harvest

    Adds a new contact.

    Scheduled

    Action

  • Harvest

    Creates a project.

    Scheduled

    Action

  • Harvest

    Creates and starts a timer for the current day.

    Scheduled

    Action

  • Harvest

    Stops the timer for the current day (if one is running).

    Scheduled

    Action

  • Harvest

    Adds a new task.

    Scheduled

    Action

  • Harvest

    Creates a new timesheet entry for the current day.

    Scheduled

    Action

  • Clio

    Triggers when a new activity is created.

    Instant

    Trigger

  • Clio

    Triggers when a new bill is created.

    Instant

    Trigger

  • Clio

    Triggers when the state of a bill has changed.

    Instant

    Trigger

  • Clio

    Triggers when a new calendar entry is created.

    Instant

    Trigger

  • Clio

    Triggers when a new communication is created.

    Instant

    Trigger

  • Clio

    Triggers when a new contact is created.

    Instant

    Trigger

  • Clio

    Triggers when a new document is created.

    Scheduled

    Trigger

  • Clio

    Triggers when a new matter is created.

    Instant

    Trigger

  • Clio

    Triggers when the status of a matter has changed.

    Instant

    Trigger

  • Clio

    Triggers when a new matter note is created.

    Scheduled

    Trigger

  • Clio

    Triggers when a new task is created.

    Instant

    Trigger

  • Clio

    Triggers when the status of a task has changed.

    Instant

    Trigger

  • Clio

    Assign a Task Template List.

    Scheduled

    Action

  • Clio

    Updates an existing company contact.

    Scheduled

    Action

  • Clio

    Creates a new calendar entry.

    Scheduled

    Action

  • Clio

    Creates a new communication.

    Scheduled

    Action

  • Clio

    Creates a company contact.

    Scheduled

    Action

  • Clio

    Creates a new expense entry.

    Scheduled

    Action

  • Clio

    Creates a new folder in a matter.

    Scheduled

    Action

  • Clio

    Creates a new matter.

    Scheduled

    Action

  • Clio

    Creates a new matter note.

    Scheduled

    Action

  • Clio

    Creates a person contact.

    Scheduled

    Action

  • Clio

    Creates a new task.

    Scheduled

    Action

  • Clio

    Creates a new time entry.

    Scheduled

    Action

  • Clio

    Updates an existing person contact.

    Scheduled

    Action

  • Clio

    Update an existing matter.

    Scheduled

    Action

  • Clio

    Updates a task.

    Scheduled

    Action

  • Clio

    Upload document to matter.

    Scheduled

    Action

  • Clio

    Finds a Bill by Client ID, Matter ID or Invoice number.

    Scheduled

    Action

  • Clio

    Find a Company Contact, by name, email or phone number.

    Scheduled

    Action

  • Clio

    Find newest contact by custom field.

    Scheduled

    Action

  • Clio

    Find a matter by number, display number, description, or client name.

    Scheduled

    Action

  • Clio

    Find newest matter by client email.

    Scheduled

    Action

  • Clio

    Find newest matter by custom field.

    Scheduled

    Action

  • Clio

    Find a person contact by first name, last name, email or phone number.

    Scheduled

    Action

  • Clio

    Find a user by name.

    Scheduled

    Action

  • Clio

    Find or Create Company Contact

    Scheduled

    Action

  • Clio

    Find or Create a Matter

    Scheduled

    Action

  • Clio

    Find or Create Person Contact

    Scheduled

    Action

How Harvest + Clio Integrations Work

  1. Step 1: Authenticate Harvest and Clio.
    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.
harvest logo
harvest logo

About Harvest

Harvest gives you simple time tracking, fast online invoicing, and powerful reporting software. Simplify employee timesheets and billing.
Learn more

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clio logo
clio logo

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

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