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Clio + YouCanBookMe

Create vouchers in YouCanBook.Me for new Clio activities

Effortlessly streamline your booking process with this Clio and YouCanBook.Me workflow. When a new activity is added in Clio, a booking will be created in YouCanBook.Me, saving you time and ensuring a smooth booking experience for your clients without any manual intervention. This integration makes managing appointments and scheduling a breeze, allowing you to focus on providing exceptional service.

Effortlessly streamline your booking process with this Clio and YouCanBook.Me workflow. When a new activity is added in Clio, a booking will be created in YouCanBook.Me, saving you time and ensuring a smooth booking experience for your clients without any manual intervention. This integration makes managing appointments and scheduling a breeze, allowing you to focus on providing exceptional service.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    YouCanBookMeYouCanBookMe
    Create Voucher

    Issue a voucher or coupon for one of your profiles. Trigger this action with the correct code whenever you sell a booking voucher to someone. If you have set up vouchers in that profile's settings, the user will then be able to make a booking using it.

    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
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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youcanbookme logo
youcanbookme logo

About YouCanBookMe

Take bookings online. YouCanBookMe links to your calendar to allow your customers to book your services via the web.

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