Calendly + Clio
Create tasks in Clio for new Calendly invitees to streamline event management
Easily stay on top of your appointments with this Calendly-Clio workflow. When a new invitee is created in Calendly, a corresponding task will be created in Clio, ensuring you never miss out on important meetings. Save time and improve efficiency by streamlining appointment management with this convenient automation.
Easily stay on top of your appointments with this Calendly-Clio workflow. When a new invitee is created in Calendly, a corresponding task will be created in Clio, ensuring you never miss out on important meetings. Save time and improve efficiency by streamlining appointment management with this convenient automation.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Task
Creates a new task.
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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.
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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.
