Clio Grow + Billsby Integration

If you're using Billsby to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding contact should also be created in Clio Grow.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.