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How to connect Clio and FreshBooks
Create a New Scenario to Connect Clio and FreshBooks
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 Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or FreshBooks will be your first step. To do this, click "Choose an app," find Clio or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the FreshBooks Node
Next, click the plus (+) icon on the Clio node, select FreshBooks from the list of available apps, and choose the action you need from the list of nodes within FreshBooks.
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Authenticate FreshBooks
Now, click the FreshBooks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your FreshBooks settings. Authentication allows you to use FreshBooks through Latenode.
Configure the Clio and FreshBooks 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 Clio and FreshBooks 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.
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Save and Activate the Scenario
After configuring Clio, FreshBooks, 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 Clio and FreshBooks integration works as expected. Depending on your setup, data should flow between Clio and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Clio and FreshBooks
Clio + FreshBooks + Slack: When a new contact is created in Clio, an invoice is created in FreshBooks. Then a message is sent to a Slack channel to notify the team about the new client and invoice.
FreshBooks + Clio + Google Sheets: When a new invoice is created in FreshBooks, fetch client details from Clio and log the invoice information along with the client details into a Google Sheet for reporting purposes.
Clio and FreshBooks integration alternatives
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.
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About FreshBooks
Connect FreshBooks to Latenode to automate invoice creation and payment tracking. Trigger actions in other apps (CRM, email) based on FreshBooks events. Centralize accounting data into workflows, use AI to analyze spendings, and get custom notifications – all automated with Latenode's flexible, no-code visual builder.
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See how Latenode works
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FAQ Clio and FreshBooks
How can I connect my Clio account to FreshBooks using Latenode?
To connect your Clio account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation in FreshBooks from new Clio matters?
Yes, you can! Latenode automates invoice creation. Triggered by new matters in Clio, Latenode's visual editor simplifies building workflows for automated FreshBooks invoice generation.
What types of tasks can I perform by integrating Clio with FreshBooks?
Integrating Clio with FreshBooks allows you to perform various tasks, including:
- Creating FreshBooks invoices from new Clio matters automatically.
- Updating client information in FreshBooks from Clio contacts.
- Tracking time entries from Clio in FreshBooks for accurate billing.
- Generating reports in FreshBooks based on Clio data.
- Synchronizing payment statuses between Clio and FreshBooks.
How secure is my Clio data when using Latenode integrations?
Latenode prioritizes data security. We employ advanced encryption and secure authentication methods to protect your Clio data during integration and workflow execution.
Are there any limitations to the Clio and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization might require custom workflows.
- Complex custom fields in Clio might need specific mapping configurations.
- Real-time synchronization depends on the API limits of Clio and FreshBooks.
