Connect Clio and Stripe to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Clio to Stripe with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Stripe - 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 "Cancel Subscription" in Stripe.
You’re connected!
Zapier seamlessly connects Clio and Stripe, 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
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Clio and Stripe to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Stripe on the Zapier blog
Frequently Asked Questions about Clio + Stripe integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Stripe
What is Clio and how can it be integrated with Stripe?
Clio is a comprehensive law practice management software that streamlines various office tasks for law firms. It can be integrated with Stripe through our platform to automate transactions, manage client payments, and handle billing seamlessly. This integration allows for specific triggers in Clio, like creating a new bill or collecting a payment, to initiate actions in Stripe, such as charging a client or updating payment details.
How does the Clio and Stripe integration handle payment processing?
When you integrate Clio with Stripe using our platform, you can automate the entire payment process. For instance, when a bill is generated or updated in Clio (trigger), the integration can automatically charge the client's saved credit card on Stripe (action) without manual intervention.
Can I sync customer data between Clio and Stripe?
Yes, our integration allows for syncing client information between Clio and Stripe automatically. When you add or update a contact in Clio (trigger), the details are automatically reflected and updated in your Stripe account (action), ensuring consistency across platforms.
Is it possible to receive notifications for successful payments made through the integration?
Absolutely. You can set up triggers in our platform so that when a transaction is successfully completed in Stripe (trigger), you’ll receive an automated notification either via email or within your dashboard (action) based on your configuration settings.
How does refund processing work with this integration?
Refund processing becomes straightforward when you combine Clio with Stripe through our service. Suppose you initiate a refund in your Clio account (trigger); this action will prompt an automatic refund process within your connected Stripe account (action).
What security measures are in place for this integration?
We prioritize security and comply with industry standards to ensure that all interactions between Clio and Stripe are encrypted. We utilize tokenization processes so that sensitive information related to payments isn't stored locally but managed securely between platforms.
Can I customize Triggers and Actions according to my firm's needs?
Certainly! Our platform offers flexibility where you can choose from predefined triggers such as new client sign-up or invoice generation from Clio and customize them to perform specific actions on Stripe as per your firm's operational requirements.
