Clio + Xero Integration

Integrate Clio to Xero in one click, or tell Integrately AI how you want each bill handled. Track billable hours, generate Xero invoices, update financial records, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio
  • Xero
    Update invoice items in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create task in Xero
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

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Ready Workflows Ready Workflows for Clio + Xero Integration

Create invoices, track payments, update accounts, alert your team, and record expenses, all in just one click.

Most popular automationsmost-popular-automations
Xero + Clio Integration

Create Clio company from new Xero sales invoice

If you're a small business owner who uses Xero to manage your finances, you may be wondering if there's a way to automatically create a company profile in Clio whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and Xero!
Xero + Clio Integration

Create Clio contact for new Xero contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Xero - Clio integration, anytime a new Xero contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Xero flow

Sync client payments to accounting records, notify your team about financial updates, and schedule follow-ups across your entire stack. Pick a combination and activate it in one click.

Clio
Xero
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
AsanaAsana (3)
C
G
X
Create a Google Calendar event for every new Clio matter, and set up a corresponding project in Xero.
New Clio matters instantly appear in your Google Calendar and initialize a Xero project, eliminating manual scheduling and financial tracking gaps.
G
C
X
When a Google Calendar meeting is updated, update the matching task in Clio and log the change in Xero.
Calendar updates automatically adjust your Clio tasks and update Xero records, keeping your schedule and accounting aligned.
X
G
C
Create a Google Calendar reminder when a Xero bill is created, and log a matter note in Clio.
Financial bills generated in Xero immediately set calendar reminders and log notes in Clio so nothing is overlooked.

Supported triggers and actions for Clio and Xero

Mix and match to build the exact automation you need

Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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Update task in Clio
Modifies an existing task
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Create communication in Clio
Generates a new communication
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Create task in Clio
Generates a new task
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
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Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Update invoice items in Xero
Updates the items in an invoice
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Search item by name in Xero
Locates and retrieves particular item information
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Get online invoice URL in Xero
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Create item code in Xero
Generates new unique item code
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Create task in Xero
Creates a new task
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Create project in Xero
Creates a new project
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
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What can you automate with Clio + Xero?

Streamline legal practice management and accounting operations by connecting Clio and Xero workflows.

What you can automate?
๐Ÿงพ
Generate Xero sales invoices from new Clio bills automatically
Turn every bill created in Clio into a professional sales invoice in Xero without lifting a finger. Eliminate manual data entry and keep your accounts receivable accurate.
๐Ÿ“‹
Capture every submitted field from client intake and billing forms
Map all available contact and custom field data from Clio into corresponding Xero customer profiles. Your accounting records capture complete details for every client.
๐Ÿ””
Notify your team as soon as a payment or invoice is updated
Send instant notifications to your finance or legal team channels whenever a Xero payment is recorded or a Clio bill state changes.
๐Ÿ”€
Route records differently based on custom matter fields
Apply conditional logic to direct enterprise clients to specialized Xero accounts while standard clients follow regular billing pathways.
๐Ÿ”„
Keep financial records and matter statuses synchronized
Automatically update bill states and task completion statuses across both Clio and Xero whenever modifications occur in either app.
๐Ÿ‘ฅ
Add or update contacts instead of creating duplicates
Search existing client records in Xero before creating new entries from Clio updates, maintaining a clean and deduplicated database.
๐Ÿ’ณ
Handle later status changes like refunds and payments
Automatically generate credit notes in Xero and update bill states in Clio when payments fail, get refunded, or settle successfully.
๐Ÿ’ฌ
Extend your workflow to Slack, Gmail, and other apps
Connect your core Clio and Xero automation to Slack for team alerts or Gmail for client communications, building a multi-step operational pipeline.
And much more...

Who is Clio + Xero integration for?

Legal professionals, accountants, and practice managers eliminate manual data entry and synchronize billable hours and financial records instantly.

Financial Controllers
Financial Controllers
Legal Practice Managers
Legal Practice Managers
Client Relations Leads
Client Relations Leads
Billing Specialists
Billing Specialists
Attorneys and Associates
Attorneys and Associates
Compliance Officers
Compliance Officers
๐Ÿ“ˆ
Financial Controllers
You review practice revenue reports and financial health metrics, but your accounting ledger only updates when someone manually exports Clio bills, so your cash flow figures are always hours behind โ€” this integration means every new bill lands in Xero instantly and your financial data stays current.
โšก
Legal Practice Managers
You need to act fast on unpaid invoices and matter statuses, but you find out about billing delays days later when reviewing spreadsheets โ€” automating both apps means every payment and bill state update triggers immediate visibility across your management dashboards.
๐Ÿค
Client Relations Leads
You answer to corporate clients who want immediate status updates on their billings and project retainers, but tracking them across disconnected systems causes delays โ€” with this integration, every invoice and payment syncs automatically to keep client communications accurate.
๐Ÿ”„
Billing Specialists
The volume of client matters and invoices is too high for anyone to keep up by hand, leading to missed billing entries and reconciliation errors โ€” connecting these apps means every Clio bill and Xero invoice syncs without manual copy-pasting.
๐Ÿ“‹
Attorneys and Associates
You depend on upstream administrators to hand over client contact and billing details before you can begin work on a matter, causing bottlenecks โ€” automating both apps means contact records flow from intake forms straight into Clio and Xero instantly.
๐Ÿ—‚๏ธ
Compliance Officers
You need a reliable audit history for every client transaction and matter note, but keep finding gaps between your legal and financial software โ€” this integration means every record is logged and updated across both platforms without missing a step.
Our team

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Why choose Integrately to automate Clio + Xero

Build and manage your Clio + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Clio + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Clio to Xero?
Frequently Asked Questions
You can connect Clio to Xero in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build the workflow. You can also connect apps like Slack, Gmail, and Asana as part of your automation.
Can I automatically create Xero invoices from Clio bills?
Frequently Asked Questions
Can I connect Clio, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Xero?
Frequently Asked Questions
How does Clio handle bill state updates in automation?
Frequently Asked Questions
Can Xero contact updates sync back to Clio?
Frequently Asked Questions
Do I need coding skills to automate Clio and Xero?
Frequently Asked Questions
Is the Clio and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Clio or Xero With 1500+ Other Apps

Clio
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Connect Clio with CRMs, scheduling tools, and document management platforms to streamline client intake and legal casework.
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Xero
Popular Xero Integrations
Sync Xero with payment gateways, expense trackers, and reporting tools to keep financial data working across your stack.
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