Clio and Harvest integration
Automate Clio + Harvest workflows
Connect Clio and Harvest with powerful automation workflows. Sync legal matters and time entries to streamline billing, automate client updates, and eliminate manual data entry between practice management and time tracking systems.
Capabilities
Triggers & Actions
Every event and operation available when connecting Clio and Harvest — from both apps.
Bills Events (Instant)
Calendar Entries Events (Instant)
Communications Events (Instant)
Contacts Events (Instant)
Documents Events (Instant)
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
Connect Clio
Authenticate Clio in Latenode's Credentials panel. You'll need access to your Clio account and permissions to create connections.
Connect Harvest
Add Harvest credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Clio + Harvest automation
Choose a trigger and an action to build your workflow.
When this happens in Clio...
...do this in Harvest
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Clio and Harvest. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About Clio
Clio is a cloud-based legal practice management software designed to streamline the operations of law firms. It provides tools for case management, document management, time tracking, billing, and client collaboration. With Clio, users can organize their cases, automate billing processes, and enhance client communication, all from one intuitive platform. The software integrates with various applications, allowing legal professionals to optimize their workflow and focus on providing exceptional service to their clients.
Learn moreAbout Harvest
Harvest is a time tracking and invoicing tool designed to help teams manage their projects efficiently. With features like time tracking, expense management, and customizable reporting, users can gain insights into project costs and productivity. Harvest also integrates seamlessly with numerous other tools, simplifying workflows and enhancing collaboration. Effortlessly create invoices based on tracked time and expenses, ensuring accurate billing and efficient financial management for businesses of all sizes.
Learn moreStart automating Clio + Harvest today
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