Clio + Microsoft Exchange integrations
Send emails in Microsoft Exchange for new contacts in Clio
Stay informed about new client details in your Clio app with this efficient workflow. When you add a new contact in Clio, an email is sent via Microsoft Exchange, keeping all relevant parties updated. This seamless process maintains communication and ensures everyone is on the same page.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Send EmailSend an email from your Exchange account.
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More things you can do with Clio and Microsoft Exchange
Discover other triggers and actions you can use with Clio and Microsoft Exchange
- 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
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.
Related categories
Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.






