Cal.com + Clio Integration

Connect Cal.com to Clio - Automate your workflows in 1-click

Leverage Cal.com automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Make use of Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Cal.com + Clio integration.

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Ready Workflows For Cal.com + Clio Integration

Just click on the workflow you want to automate

Update Clio contact from new Cal.com event

Cal.com + Clio Integration

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Create Your Own Cal.com & Clio Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Meeting is started in Cal.com Instant
Meeting is ended in Cal.com Instant
Booking is rescheduled in Cal.com Instant
Booking is created in Cal.com Instant
Booking is cancelled in Cal.com 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

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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Zapier

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Cal.com & Clio In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Cal.com or Clio With 1200+ Other Apps

Simplify scheduling with Cal.com! Connect calendars, prevent double-booking, manage team schedules, and even accept payments - all in one platform. A powerful scheduling tool to boost your efficiency and productivity.

See Cal.com 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