Integrate Clio with Chargebee

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

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

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Clio Integrations

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.

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.

Clio + Chargebee Quick Connects

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

Explore quick connects

Connect Clio + Chargebee in easier way

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

Triggers
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.
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.

Actions
Create Activity Description

Creates a new ActivityDescription.
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.

How Clio & Chargebee Integrations Work

Step 1: Choose Clio 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 Chargebee 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 Clio to Chargebee.

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