Add rows in Microsoft Excel for new contacts in Clio
Effortlessly organize and manage client information by connecting Clio and Microsoft Excel. With this workflow, whenever you add a new contact in Clio, their details are instantly added to a specified Excel spreadsheet as a new row. Stay on top of your contact updates and maintain accurate records with this seamless automation between Clio and Microsoft Excel.
Effortlessly organize and manage client information by connecting Clio and Microsoft Excel. With this workflow, whenever you add a new contact in Clio, their details are instantly added to a specified Excel spreadsheet as a new row. Stay on top of your contact updates and maintain accurate records with this seamless automation between Clio and Microsoft Excel.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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