Integrate Calendly with Clio to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Calendly with Clio - no code necessary. See how you can get setup in minutes.

Select a trigger from Calendly

A trigger is an event that starts your Zap and runs the workflow. For example, with Calendly, a trigger could be "Invitee Canceled."
A trigger is the event that kicks off your automated workflow.

Setup an action from Clio

An action is what takes place after the automation is triggered. For example, with Clio, the action could be "Assign Task Template List."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Calendly to Clio

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your Calendly to Clio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Calendly + Clio integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Clio

You can integrate Calendly with Clio using our platform, which allows you to automate workflows without coding. You'll need to set up triggers in Calendly that prompt actions in Clio, such as creating new contacts or updating events.

Yes, you can set up automation that triggers when new appointments are scheduled in Calendly. These triggers can create or update calendar events in Clio, ensuring your schedule stays up-to-date.

Common triggers include a new invitee created or canceled event in Calendly. These can trigger actions such as creating a contact or an engagement in Clio.

Yes, it's possible to automate note creation. When a Calendly event occurs, you can trigger the addition of notes to specific client files or matters in Clio.

If a meeting is canceled in Calendly and you've set up the appropriate trigger and action, an automatic update will occur in Clio to reflect this change, keeping your records accurate.

No coding skills are necessary. Our platform simplifies the process by providing an intuitive interface where you select triggers and actions for automation between Calendly and Clio.

Yes, you have flexibility in customizing which pieces of information are transferred from one platform to the other. You select the specific data fields from your Calendly appointments that should map to corresponding fields in your Clio account.

Connect Calendly and Clio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Calendly and Clio to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Webhook subscription scope
      Required
    Trigger
    Instant
    Try It
    • Webhook subscription scope
      Required
    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search
    Cancel Scheduled Event

    Cancels a scheduled event with a specified reason for the cancellation.

    Action
    Write
    • Search
      Required
    Action
    Search
    • Webhook subscription scope
      Required
    Trigger
    Instant
    Try It
    • Event Name
      Required
    • Host User
      Required
    • Co-hosts
    • Duration (in minutes)
      Required
    • Time Zone
    • Start Date
      Required
    • End Date
      Required
    • Location Kind
    • Location
    • Additional Location Info
    Action
    Write
  • Calendly triggers, actions, and search
    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
  • Clio triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It

Learn how to automate Calendly on the Zapier blog

calendly logo
calendly logo
About Calendly
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
Learn moreHelp
Related categories
  • Scheduling & Booking
clio logo
clio logo
About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Learn moreHelp
Related categories
  • CRM (Customer Relationship Management)
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