Clio + Microsoft Outlook

Create communications in Clio for new emails in Microsoft Outlook

Efficiently manage client communication with this seamless workflow that connects Microsoft Outlook to Clio. When a new email arrives in your Outlook inbox, this automation will create a communication record in Clio, ensuring all correspondence is organized and easily accessible. Save time and streamline your client communication process, allowing you to focus on more important tasks.

Efficiently manage client communication with this seamless workflow that connects Microsoft Outlook to Clio. When a new email arrives in your Outlook inbox, this automation will create a communication record in Clio, ensuring all correspondence is organized and easily accessible. Save time and streamline your client communication process, allowing you to focus on more important tasks.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Email

    Triggers when a new e-mail is received in your inbox.

    TriggerScheduled
  2. automatically do this!
    ClioClio
    Create Communication

    Creates a new communication.

    ActionWrite
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Start free with email
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar

    Trigger
    Scheduled
    Try It
    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
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

Related categories

  • CRM (Customer Relationship Management)

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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