Clio + Acuity Scheduling Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Clio and Acuity Scheduling, with as many as 111 possible integrations. Are you ready to find your productivity superpowers?
Create new contacts, matters and calendar entries in Clio from new Acuity Scheduling appointments
After someone Schedules an appointment through Acuity, you'll want to onboard the new potential client into Clio. This Zapier automation handles the on-boarding process, by creating a new person and matter in Clio. Additionally it creates the new appointment the client created in Acuity to your firm's Calendar on Clio.
How this Acuity Scheduling- Clio integration works
- A "New Appointment" is created in Acuity Scheduling
- Clio takes the input data from the New Appointment to create a "New Person" in Clio
- Clio then creates a new "Matter" for the newly created Person
- Clio creates a new "Calendar Entry" for this matter based on the time and date of the Appointment in Acuity
Apps involved
- Acuity Scheduling
- Clio
It's easy to connect Clio + Acuity Scheduling and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new task is created.
Creates a new task.
Triggers when a new matter is created.
Creates a new matter.
Triggers when a new contact is created.
Creates a person contact.
Triggers a specified time before an appointment starts.
Adds a new package code.
Triggers when an appointment is canceled.
Adds a new coupon code.
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