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How to connect FreshBooks and Clio
Create a New Scenario to Connect FreshBooks 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 FreshBooks, triggered by another scenario, or executed manually (for testing purposes). In most cases, FreshBooks or Clio will be your first step. To do this, click "Choose an app," find FreshBooks or Clio, and select the appropriate trigger to start the scenario.
Add the FreshBooks Node
Select the FreshBooks node from the app selection panel on the right.
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Configure the FreshBooks
Click on the FreshBooks node to configure it. You can modify the FreshBooks URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Clio Node
Next, click the plus (+) icon on the FreshBooks node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
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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 FreshBooks 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 FreshBooks 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.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring FreshBooks, 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 FreshBooks and Clio integration works as expected. Depending on your setup, data should flow between FreshBooks 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 FreshBooks and Clio
FreshBooks + Clio + Slack: When a new invoice is paid in FreshBooks, a notification is sent to the relevant team in Slack, mentioning the associated matter in Clio to provide context.
Clio + FreshBooks + Google Sheets: Track billable hours in Clio. When a new task is completed, create an invoice in FreshBooks and log the invoice data, including the matter, client, hours, and amount, in Google Sheets for reporting.
FreshBooks and Clio integration alternatives
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.
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.
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See how Latenode works
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FAQ FreshBooks and Clio
How can I connect my FreshBooks account to Clio using Latenode?
To connect your FreshBooks account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select FreshBooks and click on "Connect".
- Authenticate your FreshBooks and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after a case closes?
Yes, automatically create FreshBooks invoices upon case closure in Clio using Latenode. This saves time and ensures accurate, timely billing, leveraging advanced workflow logic.
What types of tasks can I perform by integrating FreshBooks with Clio?
Integrating FreshBooks with Clio allows you to perform various tasks, including:
- Automatically create a FreshBooks client from a new Clio contact.
- Update client information in FreshBooks when it changes in Clio.
- Create a FreshBooks invoice when a Clio matter reaches a specific stage.
- Log billable hours from Clio as time entries in FreshBooks.
- Trigger custom notifications when invoices are paid in FreshBooks.
Can Latenode handle complex conditional logic with FreshBooks data?
Yes! Latenode excels at complex logic using no-code blocks or JavaScript to transform FreshBooks data for custom workflows and automated processes.
Are there any limitations to the FreshBooks and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom workflow design.
- Advanced field mapping may require JavaScript for data transformation.
- Real-time synchronization is subject to API rate limits of both services.
