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Set up your first integration
Quickly connect Clio to Sage Accounting with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Sage Accounting - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "Create Contact Payment" in Sage Accounting.
You’re connected!
Zapier seamlessly connects Clio and Sage Accounting, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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Connect Clio and Sage Accounting to integrate crucial parts of your business
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Frequently Asked Questions about Clio + Sage Accounting integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Sage Accounting
How do I set up the integration between Clio and Sage Accounting?
To set up the integration, you'll need access to both your Clio and Sage Accounting accounts. Use our platform to authenticate these accounts and select triggers in Clio, such as 'New Contact' or 'New Invoice', to initiate specific actions in Sage, like creating a new customer or recording a sale.
What triggers are available in Clio for integrating with Sage Accounting?
In Clio, you can use triggers like 'New Matter', 'Invoice Created', or 'Contact Updated' to start corresponding actions in Sage Accounting. This helps automate tasks such as adding new clients or updating records.
What actions can be executed in Sage Accounting when using triggers from Clio?
When a trigger occurs in Clio, you can set up actions such as creating a new invoice, updating an existing contact, or recording payments automatically in Sage Accounting.
Can I map custom fields from Clio to fields in Sage Accounting during integration?
Yes, during the setup of this integration, we provide an option to map custom fields from your Clio entries directly into the corresponding fields within Sage Accounting. This ensures that data is accurately reflected across both platforms.
Is it possible to integrate multiple Clio accounts with a single Sage Accounting account?
Currently, each connection between Clio and Sage needs its own dedicated setup. You would need to undergo separate integration processes for each account pairing.
How do I troubleshoot if the data does not sync between Clio and Sage Accounting?
If you experience syncing issues, check if your authentication tokens for both services are still valid. Also, review any error messages provided by our platform during trigger-action attempts, which often guide resolution steps.
Can existing data be synced immediately once the integration is set up?
The integration primarily handles newly triggered events post-setup. If you need existing data synced immediately after setup, consider manually exporting from Clio and importing into Sage or vice versa before relying on automated future syncing.
