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  • Clio logoClio logo
  • Microsoft Outlook logoMicrosoft Outlook logo
  • Gavel logoGavel logo

Clio + Microsoft Outlook + Gavel

Create sessions in Gavel and send Microsoft Outlook emails for new Clio contacts

Streamline your client intake or case management process by creating a session in Gavel and populating it with data from Clio when you add a new contact in Clio Manage. Then, this automation will send a link to your clients or team via Microsoft Outlook to continue the workflow.

Streamline your client intake or case management process by creating a session in Gavel and populating it with data from Clio when you add a new contact in Clio Manage. Then, this automation will send a link to your clients or team via Microsoft Outlook to continue the workflow.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this...
    GavelGavel
    Create and Populate a New Session

    Creates a new session of an existing workflow, populates it with the provided variables, and outputs a session ID and a link that can be used to continue the workflow.

    ActionWrite
  3. then do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

About 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.
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Related categories

gavel logo
gavel logo

About Gavel

Gavel is a no-code platform for document automation and building expert systems.

Related categories

Triggers & Actions