Loading

Clio + Microsoft Outlook

Create new Clio activities from new Microsoft Outlook emails matching a specific search

Simplify your legal workflow by connecting your Microsoft Outlook and Clio apps. With this automation, whenever a new email that matches your search criteria arrives in your Outlook inbox, a corresponding time entry will be created in Clio. This efficient solution ensures all pertinent information is captured, saving time and improving your case management process.

Simplify your legal workflow by connecting your Microsoft Outlook and Clio apps. With this automation, whenever a new email that matches your search criteria arrives in your Outlook inbox, a corresponding time entry will be created in Clio. This efficient solution ensures all pertinent information is captured, saving time and improving your case management process.

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

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

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

    Creates a new time entry.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    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
    • 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
    • Parent Folder

    • Child Folder

    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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

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

Related categories

Similar apps

Gmail integrationsGmail integrations

Gmail

Email, Google
Zoho Mail integrationsZoho Mail integrations

Zoho Mail

Email, Zoho