Integrate Clio with Acuity Scheduling to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get All Calendars in Acuity-scheduling when New Matter Created in Clio
Get Appointment Types from Acuity Scheduling when New Matter Created in Clio
Get Appointment Addons from Acuity Scheduling when New Matter Created in Clio
Get Clients from Acuity Scheduling when New Matter Created in Clio
Get Labels from Acuity Scheduling when New Matter Created in Clio
Start from a real workflow other teams are already running.
Clio
When this happens...
New Matter Created
New Activity
New Bill Created
New Calendar Entry
New Communication Is Created
New Contact
New Document
Matter Status Updated
New Task Created
Task Status Updated
Activity Updated
Activity Deleted
Bill Updated
Bill Is Deleted
Calender Entry Updated
Calender Entry Deleted
Communication Updated
Communication Is Deleted
Contact Updated
Contact Is Deleted
Document Updated
Document Deleted
New Folder Created
Folder Updated
Folder Deleted
Matter Updated
Matter Deleted
Task Deleted
Acuity Scheduling
Automatically do this!
Get All Calendars
Get Appointment Types
Get Appointment Addons
Get Clients
Get Labels
Get Products
Get Orders
List Forms
Get All Appointments
Get All Calendars in Acuity-scheduling when New Matter Created in Clio
Use this flowGet Appointment Types from Acuity Scheduling when New Matter Created in Clio
Use this flowGet Appointment Addons from Acuity Scheduling when New Matter Created in Clio
Use this flowGet Clients from Acuity Scheduling when New Matter Created in Clio
Use this flowGet Labels from Acuity Scheduling when New Matter Created in Clio
Use this flowGet Products from Acuity Scheduling when New Matter Created in Clio
Use this flowGet Orders from Acuity Scheduling when New Matter Created in Clio
Use this flowList Forms from Acuity Scheduling when New Matter Created in Clio
Use this flowGet All Appointments from Acuity Scheduling when New Matter Created in Clio
Use this flowGet All Calendars in Acuity-scheduling when New Activity in Clio
Use this flowEverything you can automate between Clio and Acuity Scheduling.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new matter is created in Clio.
Runs when new activity is created
Runs when new bill is created
Runs when new calendar entry is created
Runs when new communication is created
Triggers when a new contact is created
Action is the task that follows automatically within your Clio integrations.
Creates a new task or updates an existing task.
Update an existing person contact
Creates a new matter note.
Creates a company contact.
Create a calendar entry in Clio.
Create a new folder

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn moreEasy 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 moreSign up for a free viaSocket account, then authorize both your Clio and Acuity Scheduling 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 Clio and Acuity Scheduling 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 Acuity Scheduling. No coding required.
Yes. You can set up a workflow where Clio triggers actions in Acuity Scheduling, and a separate workflow where Acuity Scheduling triggers actions in Clio. 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 Clio and Acuity Scheduling. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clio and Acuity Scheduling integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.