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!