Acuity Scheduling
When this happens...
Acuity SchedulingNew Appointment
do these tasks!
ClioCreate Matter
ClioCreate Calendar Entry

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

  1. A "New Appointment" is created in Acuity Scheduling
  2. Clio takes the input data from the New Appointment to create a "New Person" in Clio
  3. Clio then creates a new "Matter" for the newly created Person
  4. Clio creates a new "Calendar Entry" for this matter based on the time and date of the Appointment in Acuity

Apps involved

  • Acuity Scheduling
  • Clio

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When this happens...
then do this!
Appointment Rescheduled

Triggers when an appointment in Acuity gets rescheduled.

Add Package Code

Adds a new package code.

Appointment Canceled

Triggers when an appointment is canceled.

Add Coupon Code

Adds a new coupon code.

New Product Order

Triggers when a new order is completed.

Add Blocked Off Time

Block off a new range of time on your schedule.

New Appointment

Triggers when a new appointment is scheduled.

Create Task

Creates a new task.

Appointment Start

Triggers a specified time before an appointment starts.

Create Matter

Creates a new matter.

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Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

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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.

See Clio Integrations