Help with Automating Clio invoicing process via Zapier

Workload Team
Workload Team

We are looking to automate our Clio invoicing process through a possible integration with Excel via Zapier.

I would also like to add recurring time entries the 1st of each month. I then have to go in and manually push a button to generate each bill, so trying to see if that can be automated as well.

The invoice needs to be generated with something like a Google Sheets template or Airtable and the fields should be populated with data from the Clio API.

We are a law firm that uses Clio as our back office management tool and have access to use the API:

https://developers.support.clio.com/hc/en-us

The expert should have working knowledge of Zapier’s webhooks features since some of the steps we need to get data are not on the native Zapier integration.

Please let us know your quote and rough estimate of turnaround time and hours to complete the project.

Thank you!

0 Comments

Leave a Reply

More great articles

Need to get Salesforce and JIRA working together

Need to get Salesforce and JIRA working together. Example use case: When an opportunity is updated to a specific stage…

Read Story

Automate and integrate Sam’s Club website with inventory tracking system

Automate Sam's Club website with inventory tracking system to watch for specific SKUs

Read Story

Indie sales person looking for automation / Zapier help

Hi! I'm ramping up my indie sales with a design agency, and could use some help integrating Zapier and other…

Read Story

Never miss a minute

Get automation tips and content to your inbox every week. No spam.
[contact-form-7 404 "Not Found"]
Arrow-up