Integrate Chargebee with Clio

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between Chargebee and Clio

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Chargebee Integrations

About Chargebee

Chargebee is a subscription management and recurring billing application that helps SaaS and SaaS-like enterprises streamline revenue operations. Chargebee works with the world's most popular payment gateways.

About Clio

Clio offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting.

Chargebee + Clio Quick Connects

Want to explore Chargebee + Clio quick connects for faster integration? Here’s our list of the best Chargebee + Clio quick connects.

Explore quick connects

Connect Chargebee + Clio in easier way

It's easy to connect Chargebee + Clio without coding knowledge. Start creating your own business flow.

Triggers
Customer Details Updates

Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
New Customer

Triggers when a customer is created.
New Invoice

Triggers when a new invoice is generated(with line item support).
New Payment

Triggers when a payment is collected successfully.
New Subscription

Triggers when a subscription is created.
Payment Failure

Triggers when a payment fails.
Subscription Cancellation

Triggers when a subscription is cancelled.
Subscription Cancellation Scheduled

Triggers when a subscription is scheduled for cancellation.
Subscription Details Updates

Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Subscription Pause

Triggers when a subscription is paused.
Subscription Resumption

Triggers when a paused subscription is resumed.
New Activity

Triggers when a new activity is Created.
New ActivityDescription

Triggers when new ActivityDescription is created.
New Bill

Triggers when a new Billis created.
New Calendar Entry

Triggers when a new Calendar Entry is Created.
New Communication

Triggers when a new Communication is added.
New Contact

Triggers when a new Contact is created.
New Document

Triggers when a new Document is added.
New Expense Category

Triggers when a new Expense Category is created.
New Folder

Triggers when a new Folder is created.
New Matter

Triggers when a new Matter is created.
New Task

Triggers when a new Task is created.

Actions
Change Next Billing Date

Updates next billing date of a subscription.
Create Customer

Creates a new customer in Chargebee.
Create Subscription

Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.
Pause Subscription

Pauses a subscription in Chargebee.
Record Offline Payment for an Invoice

Records an offline payment for unpaid invoices.
Resume Subscription

Resumes a paused subscription in Chargebee
Update Customer

Updates customer details in Chargebee.
Create Activity Description

Creates a new ActivityDescription.

How Chargebee & Clio Integrations Work

Step 1: Choose Chargebee as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Clio as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Chargebee to Clio.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.