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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Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking
