Acuity Scheduling + Clio Integration

Connect Acuity Scheduling to Clio in 1 click

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Popular Acuity Scheduling + Clio Workflows

Create Clio contact from new Acuity Scheduling order

As an online store owner, you're likely using Acuity Scheduling to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Acuity Scheduling with Clio? This integration will allow you to automatically create a contact for each new order in Clio.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

Activate

When Appointment is scheduled in Acuity Scheduling > Check any condition > Create person contact in Clio

Acuity Scheduling + Clio Integration

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Create Your Own Acuity Scheduling & Clio Integration Without Any Code

Create Custom Workflow

Appointment is scheduled (with filters) in Acuity Scheduling
Appointment is scheduled in Acuity Scheduling Instant
Appointment is rescheduled in Acuity Scheduling Instant
Appointment is canceled in Acuity Scheduling Instant
Order is completed in Acuity Scheduling Instant
Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state is updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio

Search appointment using client info in Acuity Scheduling
Get appointment by id in Acuity Scheduling
Create appointment in Acuity Scheduling
Reschedule appointment in Acuity Scheduling
Cancel appointment in Acuity Scheduling
Customize block off time in Acuity Scheduling
Add package code in Acuity Scheduling
Add coupon code in Acuity Scheduling
Search task by name in Clio
Assign task template list to matter in Clio
Upload document in Clio
Update task in Clio
Create communication in Clio
Create task in Clio
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio

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Integrate Acuity Scheduling & Clio In 1 Click
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You Can Also Connect Acuity Scheduling or Clio With 1200+ Other Apps

Acuity Scheduling helps to manage your appointments, track your time and turn no-shows into paying clients. It helps you to close more deals and free up hours of your time every week.

See Acuity Scheduling Integrations

Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

See Clio Integrations