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Clio + Setmore Appointments

Create Clio calendar entries for new Setmore Appointments

Stay organized and never miss an appointment again with this workflow. When a new appointment is scheduled in the Setmore Appointments app, it will immediately create a corresponding calendar entry in the Clio app. This smooth integration helps provide a clear overview of your scheduled appointments and saves your time in managing multiple calendars.

Stay organized and never miss an appointment again with this workflow. When a new appointment is scheduled in the Setmore Appointments app, it will immediately create a corresponding calendar entry in the Clio app. This smooth integration helps provide a clear overview of your scheduled appointments and saves your time in managing multiple calendars.

  1. When this happens...
    Setmore AppointmentsSetmore Appointments
    New Appointment

    Triggers when a new appointment is created.

    TriggerInstant
  2. automatically do this!
    ClioClio
    Create Calendar Entry

    Creates a new calendar entry.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Setmore Appointments triggers, actions, and search

    Appointment Deleted

    Triggers when a appointment is deleted.

    Trigger
    Instant
    Try It
  • Setmore Appointments triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It
  • Setmore Appointments triggers, actions, and search

    Appointment Updated

    Triggers when a appointment is updated.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last Name

    • Customer EmailRequired

    • Customer Mobile

    • Customer Country Code

    • Customer Address

    • Customer City

    • Customer State

    • Customer Zip

    • Start DateRequired

    • End Date

    • Notes

    Action
    Write
    • First NameRequired

    • Last Name

    • Email

    • Country Code

    • Phone

    • Home Number

    • Office Number

    • Address

    • City

    • State

    • Zip

    • Comments

    Action
    Write
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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.
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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