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ScheduleOnce + Clio Integrations

How to connect ScheduleOnce + Clio

Zapier lets you send info between ScheduleOnce and Clio automatically—no code required.

When this happens...
ScheduleOnceScheduleOnce
Booking Lifecycle Event

Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.

automatically do this!
ClioClio
Assign Task Template List

Assign a Task Template List.

Supported triggers and actions

What does this mean?

How ScheduleOnce + Clio Integrations Work

  1. Step 1: Authenticate ScheduleOnce + Clio.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About ScheduleOnce

ScheduleOnce is an end-to-end solution for scheduling with prospects and customers through all phases of the customer lifecycle.

Related categories

  • Scheduling & Booking

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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 More

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