Create Clio person contacts from new Calendly invitees
Effortlessly keep your Clio contacts up to date with this time-saving workflow. When a new invitee schedules a meeting through Calendly, their information is instantly added as a person contact in your Clio account. Stay organized and maintain accurate records by ensuring all new invitees are promptly added to your legal practice management software.
Effortlessly keep your Clio contacts up to date with this time-saving workflow. When a new invitee schedules a meeting through Calendly, their information is instantly added as a person contact in your Clio account. Stay organized and maintain accurate records by ensuring all new invitees are promptly added to your legal practice management software.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Person Contact
Creates a person contact.
- Free forever for core features
- 14 day trial for premium features & apps