Clio and Odoo integration
Automate Clio + Odoo workflows
Connect Clio and Odoo with powerful automation workflows to sync legal cases, client data, and financial records seamlessly, eliminating manual data entry and streamlining your practice management and business operations.
Capabilities
Triggers & Actions
Every event and operation available when connecting Clio and Odoo — 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 Odoo
Add Odoo 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 + Odoo automation
Choose a trigger and an action to build your workflow.
When this happens in Clio...
...do this in Odoo
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Clio and Odoo. 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 Odoo
Odoo is an all-in-one business management software that offers a comprehensive suite of applications to streamline operations for businesses of all sizes. With features spanning sales, CRM, project management, inventory, accounting, and website management, Odoo provides customizable tools to automate workflows, enhance productivity, and improve collaboration. Its modular design allows users to start with what they need and scale as their business grows, while an intuitive interface ensures ease of use for all team members. Integrate Odoo to manage your business seamlessly and efficiently.
Learn moreStart automating Clio + Odoo today
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