Clio + Databox

Push new Clio bills data into Databox for effortless management

Stay on top of your financial data with this workflow. Whenever a new bill appears in your Clio app, it will push the details directly to Databox. This process streamlines the organization of your billing data, offering a seamless transition of information between your legal management and data visualization software. It's a simple way to keep your financial metrics updated and in sight.

Stay on top of your financial data with this workflow. Whenever a new bill appears in your Clio app, it will push the details directly to Databox. This process streamlines the organization of your billing data, offering a seamless transition of information between your legal management and data visualization software. It's a simple way to keep your financial metrics updated and in sight.

  1. When this happens...
    ClioClio
    New Bill

    Triggers when a new bill is created.

    TriggerInstant
  2. automatically do this!
    DataboxDatabox
    Push Custom Data

    Push any custom data to Databox.

    ActionWrite
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Supported triggers and actions

  • 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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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databox logo
databox logo

About Databox

Databox is a modern Business Intelligence software for teams that need answers now. It offers BI without the complicated setup or long or long learning curve.
Learn more

Related categories

  • Business Intelligence

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