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Zapier makes it easy to integrate Calendly with Clio - no code necessary. See how you can get setup in minutes.
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Calendly
Calendly
1. Choose trigger event
Clio
Clio
2. Choose action
1. Select the event
Setup
Test
Calendly
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Contact Created" from Calendly.
Add your action
An action happens after the trigger—such as "Assign Task Template List" in Clio.
You’re connected!
Zapier seamlessly connects Calendly and Clio, automating your workflow.
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.
Create a new record or update an existing record in your app.
Summary
Required
Description
Location
Starts at:
Required
Ends at:
Required
All Day Event
Send Email Notification
Calendar
Required
Contact Attendee
Additional Contact Attendees
Matter
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company Name
Required
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Expense Category
Description
Date
Required
Price
Matter
Matter Note
User
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client
Required
Group
Client Reference
Matter Description
Required
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Prefix
First name
Required
Middle name
Last name
Required
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Activity Category
Description
Date
Required
Time
Price
Matter
Matter Note
User
Non-Billable
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Matter
Required
Client
Client Reference
Matter Description
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Document
Required
Matter
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice_number
Matter_id
Client_id
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Contact by Custom Field
Find newest contact by custom field.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Client Email
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Type
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Type
Search Value
Required
Company Name
Required
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search Type
Search Value
Required
Prefix
First name
Required
Middle name
Last name
Required
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Calendly and Clio with AI agents and code
Beyond Zap workflows. Call Calendly and Clio actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Calendly and Clio actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Cancel an Event
Assign Task Template List
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Calendly and Clio
Sync canceled events to client matters
When an invitee cancels a Calendly event, Zapier automatically creates a communication log in Clio tied to the relevant client matter. This ensures lawyers can document and reschedule appointments efficiently without manually tracking cancellations, improving client engagement and saving administrative time.
When someone fills out a Calendly routing form, Zapier creates a note in Clio tied to their contact or matter. This helps marketing operations teams ensure inbound leads or requests are properly documented within the legal workflows, streamlining lead conversion.
When an invitee schedules a new Calendly event, Zapier creates a calendar entry in Clio for the relevant matter. This keeps your project planning and scheduling consistent and ensures your team's deadlines and appointments stay synced, boosting project visibility.
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.
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
How do I integrate Calendly with 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.
Can I sync my Calendly appointments to Clio automatically?
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.
What are the common triggers available for linking Calendly and Clio?
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.
Is it possible to add notes from Calendly events into 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.
What happens if a scheduled meeting is canceled on Calendly? Will it update 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.
Do I need coding skills to integrate these two platforms through your service?
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.
Can I customize what data from Calendly gets sent to Clio upon an appointment being scheduled?
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.
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.
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.
