.svg){kind=icon}
How to connect Bexio and Clio
Create a New Scenario to Connect Bexio and Clio
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Bexio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bexio or Clio will be your first step. To do this, click "Choose an app," find Bexio or Clio, and select the appropriate trigger to start the scenario.
Add the Bexio Node
Select the Bexio node from the app selection panel on the right.
+
1
Bexio
Add the Clio Node
Next, click the plus (+) icon on the Bexio node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
1
Bexio
âš™
+
2
Clio
Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the Bexio and Clio Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Bexio and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
5
JavaScript
âš™
6
AI Anthropic Claude 3
âš™
+
7
Clio
1
Trigger on Webhook
âš™
2
Bexio
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Bexio, Clio, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Bexio and Clio integration works as expected. Depending on your setup, data should flow between Bexio and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Bexio and Clio
Bexio + Clio + Slack: When a new sales invoice is created in Bexio, find the relevant contact in Clio and send a notification to the lawyer via Slack.
Clio + Bexio + Google Sheets: When a new activity is created in Clio, summarize the billable hours in Bexio, and then add the summarized data to a Google Sheets financial report.
Bexio and Clio integration alternatives
About Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
Similar apps
Related categories
About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
Related categories
See how Latenode works
.svg)
.png)
FAQ Bexio and Clio
How can I connect my Bexio account to Clio using Latenode?
To connect your Bexio account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bexio and click on "Connect".
- Authenticate your Bexio and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation from Clio time entries?
Yes, you can! Latenode allows you to automatically create invoices in Bexio from Clio time entries, streamlining your billing process with a flexible no-code workflow that scales with your business.
What types of tasks can I perform by integrating Bexio with Clio?
Integrating Bexio with Clio allows you to perform various tasks, including:
- Create Bexio invoices automatically from new Clio matters.
- Sync contact information between Bexio and Clio for consistency.
- Log billable hours from Clio in Bexio for accurate tracking.
- Update client details in Bexio when a new client is added to Clio.
- Trigger project creation in Bexio upon new matter creation in Clio.
What data can I access from Bexio within a Latenode workflow?
You can access a wide range of Bexio data, including contacts, invoices, products, and financial transactions, to build powerful automations using Latenode’s visual editor.
Are there any limitations to the Bexio and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require custom scripting.
- Complex data transformations may need JavaScript code.
- Real-time synchronization depends on API rate limits of both apps.
