Clio + Microsoft Outlook

Create time entries in Clio for new Microsoft Outlook calendar events

This Microsoft Outlook to Clio workflow creates a streamlined process for tracking time entries. Whenever a new event is added in your Outlook Calendar, a corresponding time entry activity is instantly created in Clio. It eliminates the need for any manual data entry, keeping your law practice organized and productive.

This Microsoft Outlook to Clio workflow creates a streamlined process for tracking time entries. Whenever a new event is added in your Outlook Calendar, a corresponding time entry activity is instantly created in Clio. It eliminates the need for any manual data entry, keeping your law practice organized and productive.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Calendar Event

    Triggers when a new event is created in your calendar.

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

    Creates a new time entry.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
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    • 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
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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.
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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