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Clio + Microsoft Outlook + Gavel

Create sessions in Gavel and send Microsoft Outlook emails for new Clio contacts

Streamline your client intake or case management process by creating a session in Gavel and populating it with data from Clio when you add a new contact in Clio Manage. Then, this automation will send a link to your clients or team via Microsoft Outlook to continue the workflow.

Streamline your client intake or case management process by creating a session in Gavel and populating it with data from Clio when you add a new contact in Clio Manage. Then, this automation will send a link to your clients or team via Microsoft Outlook to continue the workflow.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this...
    GavelGavel
    Create and Populate a New Session

    Creates a new session of an existing workflow, populates it with the provided variables, and outputs a session ID and a link that can be used to continue the workflow.

    ActionWrite
  3. then do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
Start free with email
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Supported triggers and actions

What does this mean?
  • 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 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

About Microsoft Outlook

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

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gavel logo

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Gavel is a no-code platform for document automation and building expert systems.

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