After someone Schedules an appointment through Acuity, you'll want to onboard the new potential client into Clio. This Zapier automation handles the on-boarding process, by creating a new person and matter in Clio. Additionally it creates the new appointment the client created in Acuity to your firm's Calendar on Clio.
How this Acuity Scheduling- Clio integration works
- A "New Appointment" is created in Acuity Scheduling
- Clio takes the input data from the New Appointment to create a "New Person" in Clio
- Clio then creates a new "Matter" for the newly created Person
- Clio creates a new "Calendar Entry" for this matter based on the time and date of the Appointment in Acuity
- Acuity Scheduling
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Triggers when an appointment in Acuity gets rescheduled.
Adds a new package code.
Triggers when an appointment is canceled.
Adds a new coupon code.
Triggers when a new order is completed.
Block off a new range of time on your schedule.
Triggers when a new appointment is scheduled.
Creates a new task.
Triggers a specified time before an appointment starts.
Creates a new matter.