Connect Acuity Scheduling and Clio
Integrate Acuity Scheduling with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Task in Clio when When a new appointment is scheduled in Acuity Scheduling
Update Person Contact in Clio when When a new appointment is scheduled in Acuity Scheduling
Create Matter Note in Clio when When a new appointment is scheduled in Acuity Scheduling
Create Company Contact in Clio when When a new appointment is scheduled in Acuity Scheduling
Create Calendar Entry in Clio when When a new appointment is scheduled in Acuity Scheduling
Popular Acuity Scheduling + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Acuity Scheduling
When this happens...
When a new appointment is scheduled
Appointment Rescheduled
Appointment Canceled
Appointment Updated
Choose an action
Clio
Automatically do this!
Create or Update Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create New Folder
Find Or Create Matter
Create Contact
Create Matter
Update Matter
Create Time Entry
Update Company Contact
Create Expense Entry
Create Communication
Find or Create Person Contact
Create Task Template List
List All Communications
List Documents
List Matters
List All Tasks
List All Users
List All Groups
Find Clients for Matter
Create Reminder
Create or Update Task in Clio when When a new appointment is scheduled in Acuity Scheduling
Use this flowUpdate Person Contact in Clio when When a new appointment is scheduled in Acuity Scheduling
Use this flowCreate Matter Note in Clio when When a new appointment is scheduled in Acuity Scheduling
Use this flowCreate Company Contact in Clio when When a new appointment is scheduled in Acuity Scheduling
Use this flowCreate Calendar Entry in Clio when When a new appointment is scheduled in Acuity Scheduling
Use this flowCreate New Folder in Clio when When a new appointment is scheduled in Acuity Scheduling
Use this flowFind Or Create Matter in Clio when When a new appointment is scheduled in Acuity Scheduling
Use this flowCreate Contact in Clio when When a new appointment is scheduled in Acuity Scheduling
Use this flowCreate Matter in Clio when When a new appointment is scheduled in Acuity Scheduling
Use this flowUpdate Matter in Clio when When a new appointment is scheduled in Acuity Scheduling
Use this flowSupported Triggers & Actions
Everything you can automate between Acuity Scheduling and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new appointment is scheduled
Runs the workflow automatically whenever a new appointment is scheduled in your account.
Appointment Rescheduled
Triggers when an existing appointment is rescheduled
Appointment Canceled
Triggers when an existing appointment is canceled
Appointment Updated
Triggers when an existing appointment updated.
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
Do thisActions
Action is the task that follows automatically within your Acuity Scheduling integrations.
Get All Calendars
Get All Calendars
Get Appointment Types
Get Appointment Types
Get Appointment Addons
Get Appointment addons
Get Clients
Get clients.
Get Labels
Get labels.
Get Products
Get products.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Acuity Scheduling
Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.
Learn moreSimilar apps
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Acuity Scheduling and Clio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Acuity Scheduling and Clio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clio. No coding required.
Yes. You can set up a workflow where Acuity Scheduling triggers actions in Clio, and a separate workflow where Clio triggers actions in Acuity Scheduling. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Acuity Scheduling and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Acuity Scheduling and Clio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
