Clio + Microsoft Excel

Create time entries in Clio for newly added rows in Microsoft Excel tables

Stay on top of your legal work with this efficient workflow. Whenever you add a new row in your Microsoft Excel spreadsheet, it will prompt the creation of a time entry in your Clio account. This ensures all your vital information is meticulously stored, freeing you from manual data transfer between your spreadsheet and legal practice management software. Boost your productivity and streamline your record-keeping processes.

Stay on top of your legal work with this efficient workflow. Whenever you add a new row in your Microsoft Excel spreadsheet, it will prompt the creation of a time entry in your Clio account. This ensures all your vital information is meticulously stored, freeing you from manual data transfer between your spreadsheet and legal practice management software. Boost your productivity and streamline your record-keeping processes.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row in Table

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

    TriggerPolling
  2. automatically do this!
    ClioClio
    Create Time Entry (Activity)

    Creates a new time entry.

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • Worksheet IDRequired

    • RangeRequired

    • Apply To

    Action
    Write
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.
Learn more

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  • CRM (Customer Relationship Management)

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excel logo
excel logo

About Microsoft Excel

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.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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