Clio + Microsoft Outlook

Create events in Microsoft Outlook for new calendar entries in Clio

Stay organized and efficient with this workflow between Clio and Microsoft Outlook. When new entries are made on your Clio calendar, corresponding events are promptly created in Outlook. This helps you keep a synchronized view of your legal tasks and personal schedule, ensuring key dates and appointments never go unnoticed. Utilize this seamless process to manage your calendars more effectively.

Stay organized and efficient with this workflow between Clio and Microsoft Outlook. When new entries are made on your Clio calendar, corresponding events are promptly created in Outlook. This helps you keep a synchronized view of your legal tasks and personal schedule, ensuring key dates and appointments never go unnoticed. Utilize this seamless process to manage your calendars more effectively.

  1. When this happens...
    ClioClio
    New Calendar Entry

    Triggers when a new calendar entry is created.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Document

    Triggers when a new document is created.

    Trigger
    Scheduled
    Try It
  • Clio triggers, actions, and search

    New Bill

    Triggers when a new bill is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Matter

    Triggers when a new matter is created.

    Trigger
    Instant
    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 moreHelp

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 moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

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