Clio

Clio + Microsoft Excel Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Clio and Microsoft Excel, with as many as 96 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Clio + Microsoft Excel and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Matter

Triggers when a new matter is created.

Create Matter

Creates a new matter.

New Contact

Triggers when a new contact is created.

Create Person Contact

Creates a person contact.

New Row

Triggers when a new row is added to a worksheet in a spreadsheet.

Update Row

Updates a row in a specific worksheet.

Updated Row

Triggers when a row is added or updated in a worksheet.

Add Row

Adds a new row to the end of a worksheet.

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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's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

See Microsoft Excel Integrations