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Clio + Setmore Appointments

Create Setmore Appointments for new Clio contacts

Effortlessly manage your appointments with this workflow between Clio and Setmore Appointments. When a new contact is added in Clio, an appointment will be created in Setmore Appointments, ensuring a seamless scheduling experience for your clients. Stay organized and save time by letting this automation handle your booking process.

Effortlessly manage your appointments with this workflow between Clio and Setmore Appointments. When a new contact is added in Clio, an appointment will be created in Setmore Appointments, ensuring a seamless scheduling experience for your clients. Stay organized and save time by letting this automation handle your booking process.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Setmore AppointmentsSetmore Appointments
    Create Appointment

    Create a new appointment.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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setmore-appointment logo
setmore-appointment logo

About Setmore Appointments

Setmore helps small businesses book appointments online and grow their business every day.

Related categories