Create new project in FreshBooks from Clio new matter with specific billing methods

Create new projects in FreshBooks when a new matter is initiated in Clio, ensuring only specific billing methods trigger this action. This boosts project management efficiency and keeps your financial records accurate.

Create new project in FreshBooks from Clio new matter with specific billing methods

Workflow preview:

Zap details:

Overview

Create new projects in FreshBooks when a new matter is initiated in Clio, ensuring only specific billing methods trigger this action. This boosts project management efficiency and keeps your financial records accurate.

Create new project in FreshBooks from Clio new matter with specific billing methods