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Set up your first integration
Quickly connect Calendly to Clio with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Calendly with Clio - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Event Canceled" from Calendly.
Add your action
An action happens after the trigger—such as "Assign Task Template List" in Clio.
You’re connected!
Zapier seamlessly connects Calendly and Clio, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Event Canceled
Triggers when an event is canceled.
Try ItTriggerPolling - Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Try ItTriggerInstant- Routing Form
Try ItTriggerInstant- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
ActionWrite
- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Event UUIDRequired
- Reason
ActionWrite- Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
ActionWrite
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Practical ways you can use Calendly and Clio
Sync canceled events to client matters
When an invitee cancels a Calendly event, Zapier automatically creates a communication log in Clio tied to the relevant client matter. This ensures lawyers can document and reschedule appointments efficiently without manually tracking cancellations, improving client engagement and saving administrative time.
Business OwnerNotify team of routing form submissions
When someone fills out a Calendly routing form, Zapier creates a note in Clio tied to their contact or matter. This helps marketing operations teams ensure inbound leads or requests are properly documented within the legal workflows, streamlining lead conversion.
Marketing & Marketing OpsTrack scheduled events in client matters
When an invitee schedules a new Calendly event, Zapier creates a calendar entry in Clio for the relevant matter. This keeps your project planning and scheduling consistent and ensures your team's deadlines and appointments stay synced, boosting project visibility.
Project ManagementLearn how to automate Calendly on the Zapier blog
Frequently Asked Questions about Calendly + Clio integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Clio
How do I integrate Calendly with Clio?
You can integrate Calendly with Clio using our platform, which allows you to automate workflows without coding. You'll need to set up triggers in Calendly that prompt actions in Clio, such as creating new contacts or updating events.
Can I sync my Calendly appointments to Clio automatically?
Yes, you can set up automation that triggers when new appointments are scheduled in Calendly. These triggers can create or update calendar events in Clio, ensuring your schedule stays up-to-date.
What are the common triggers available for linking Calendly and Clio?
Common triggers include a new invitee created or canceled event in Calendly. These can trigger actions such as creating a contact or an engagement in Clio.
Is it possible to add notes from Calendly events into Clio?
Yes, it's possible to automate note creation. When a Calendly event occurs, you can trigger the addition of notes to specific client files or matters in Clio.
What happens if a scheduled meeting is canceled on Calendly? Will it update in Clio?
If a meeting is canceled in Calendly and you've set up the appropriate trigger and action, an automatic update will occur in Clio to reflect this change, keeping your records accurate.
Do I need coding skills to integrate these two platforms through your service?
No coding skills are necessary. Our platform simplifies the process by providing an intuitive interface where you select triggers and actions for automation between Calendly and Clio.
Can I customize what data from Calendly gets sent to Clio upon an appointment being scheduled?
Yes, you have flexibility in customizing which pieces of information are transferred from one platform to the other. You select the specific data fields from your Calendly appointments that should map to corresponding fields in your Clio account.
