Acuity Scheduling + Clio
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.
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.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this...Create Person Contact
Creates a person contact.
- then do this...Create Matter
Creates a new matter.
- then do this!Create Calendar Entry
Creates a new calendar entry.
- Free forever for core features
- 14 day trial for premium features & apps
