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Clio + Google Sheets

Clio + Google Sheets

Clio + Google Sheets integrations

Update person contacts in Clio when new or updated spreadsheet rows occur in Google Sheets team drive

Keep your contacts up to date effortlessly. With this workflow, any new or updated row on your Google Sheets Team Drive immediately updates the corresponding Person Contact in Clio. This ensures your contact information is always current and consistent across both platforms, saving you time and enhancing efficiency.

  1. When this happens...
    New or Updated Spreadsheet Row (Team Drive)
    New or Updated Spreadsheet Row (Team Drive)
    New or Updated Spreadsheet Row (Team Drive)Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.
  2. automatically do this!
    Update Person Contact
    Update Person Contact
    Update Person ContactUpdates an existing person contact.
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More things you can do with Google Sheets and Clio

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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.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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