Calendly + Clio
Create new Clio activities when new invitees are added in Calendly
Stay organized and manage your time more efficiently with this workflow. When a new invitee sets a meeting via Calendly, a time entry gets promptly created in Clio. This process minimizes data entry tasks and ensures that your time is accurately logged for every meeting arrangement, improving your record-keeping practice.
Stay organized and manage your time more efficiently with this workflow. When a new invitee sets a meeting via Calendly, a time entry gets promptly created in Clio. This process minimizes data entry tasks and ensures that your time is accurately logged for every meeting arrangement, improving your record-keeping practice.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Time Entry (Activity)
Creates a new time entry.
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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.
