Clio + Microsoft Outlook

Create tasks in Clio from new flagged emails in Microsoft Outlook

Simplify your workload and stay on top of your responsibilities with this seamless automation. Whenever an email gets flagged in Microsoft Outlook, a task is immediately generated in your Clio application. This ensures you never miss any crucial communication, leading to an enhancement in your work efficiency and a reduction in potential stress.

Simplify your workload and stay on top of your responsibilities with this seamless automation. Whenever an email gets flagged in Microsoft Outlook, a task is immediately generated in your Clio application. This ensures you never miss any crucial communication, leading to an enhancement in your work efficiency and a reduction in potential stress.

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

    Triggers when a new email is flagged.

    TriggerScheduled
  2. automatically do this!
    ClioClio
    Create Task

    Creates a new task.

    ActionWrite
Start free with email
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 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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