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Set up your first integration
Quickly connect Clio to Microsoft To Do with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Microsoft To Do - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "Create List" in Microsoft To Do.
You’re connected!
Zapier seamlessly connects Clio and Microsoft To Do, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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Practical ways you can use Clio and Microsoft To Do
Add a new task in Microsoft To Do for new Clio matters
When a new matter is created in Clio, Zapier adds a corresponding task in Microsoft To Do. This ensures business owners are instantly reminded to address critical legal cases or client needs without manually tracking new matters. By automating this, business owners can save time and ensure no new matter is overlooked, improving accountability and task prioritization.
Business OwnerCreate follow-ups for completed Microsoft To Do tasks in Clio
When a task is marked complete in Microsoft To Do, Zapier triggers the creation of a task in Clio for the next steps. This makes it seamless for support teams to transition tasks between systems, ensuring continuity in addressing customer inquiries or issues.
Customer Support OpsTrack updates in Clio billings as tasks in Microsoft To Do
When the state of a bill changes in Clio, Zapier creates a task in Microsoft To Do. This simplifies tracking the billing lifecycle for project managers, helping them stay informed without the need to monitor Clio constantly. It boosts efficiency and ensures timely follow-up on payment approvals or issues.
Project ManagementLearn how to automate Microsoft To Do on the Zapier blog
Frequently Asked Questions about Clio + Microsoft To Do integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Microsoft To Do
How do I set up the integration between Clio and Microsoft To Do?
To set up the integration, navigate to our integrations page, select Clio as the trigger app, and Microsoft To Do as the action app. You'll need to authorize both apps to connect with us. Once authorized, you can create a workflow where actions in Clio, such as creating a new task, will automatically trigger an action in Microsoft To Do.
What triggers are available for Clio in this integration?
In the Clio and Microsoft To Do integration, triggers include events such as 'New Task', 'Task Completed', and 'New Contact'. Each of these triggers can initiate a corresponding action in Microsoft To Do.
Can I customize what happens in Microsoft To Do when something occurs in Clio?
Yes, you can customize actions in Microsoft To Do based on specific triggers from Clio. For instance, when a new task is created in Clio, you can choose to automatically create a corresponding task or reminder in Microsoft To Do with specific details.
What permissions are required for integrating Clio and Microsoft To Do?
You will need to grant permission for our platform to access certain information from both Clio and Microsoft To Do. These permissions typically include reading task details and contact information to facilitate seamless automation.
Is it possible to sync completed tasks between Clio and Microsoft To Do?
Currently, our integration allows you to reflect the completion of tasks from one platform onto another. This means that when you mark a task as completed in Clio, it can automatically be marked as completed in Microsoft To Do as well.
How often does data sync occur between Clio and Microsoft To Do?
The data sync between Clio and Microsoft To Do occurs based on real-time updates whenever a trigger event is detected by our system. This ensures that your data is up-to-date across both platforms without delay.
Can I set up notifications for certain actions taken via this integration?
Yes, you can configure notifications within your workflow settings. For example, once a new task is triggered from an event in Clio—which then creates an entry in Microsoft To Do—you can also add an extra step for sending notifications through your preferred communication channel.
