How to connect Add to Calendar PRO with 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.
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.
Integrate Clio with Add to Calendar PRO to seamlessly manage client interactions and events. Automatically log RSVPs, create events for new deals, and keep your CRM data up to date.
Integration Examples
Log RSVPs
Automatically add a note or activity to a contact in Clio when they RSVP to an event.
Create events from deals
When a deal reaches a certain stage in Clio, automatically create a kickoff event in Add to Calendar PRO.
Update contact info
If a user provides new details during RSVP, automatically update their contact record in Clio.
How to connect Add to Calendar PRO with Clio
- Create a Zapier account if needed.
- Connect Add to Calendar PRO with the API key generated in the application.
- Create a Zap and choose Add to Calendar PRO or Clio as the trigger.
- Choose the next action, test the Zap, then activate it.