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Clio + Microsoft Office 365

Clio + Microsoft Office 365

Clio + Microsoft Office 365 integrations

Create tasks in Clio for new messages in a Microsoft Office 365 folder

Increase your productivity with this integration that connects your Microsoft Office 365 with Clio. When a new message arrives in a selected Office 365 folder, this automation promptly helps generate a corresponding task in Clio. In doing so, it helps manage your tasks seamlessly and guarantees each pivotal message is well accounted for.

  1. When this happens...
    New Message in Folder
    New Message in Folder
    New Message in FolderTriggers when a new new message in folder is created.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a new task.
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More things you can do with Microsoft Office 365 and Clio

Discover other triggers and actions you can use with Microsoft Office 365 and Clio

    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
    Try It
    • Calendar
    Trigger
    Polling
    Try It
    • Shared Inbox
    Trigger
    Polling
    Try It
  • Microsoft Office 365 triggers, actions, and search
    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Polling
    Try It
    • Shared Inbox
    • Parent Folder
      Required
    • Child Folder
    Trigger
    Polling
    Try It
    • Contact Folder
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    • Search terms
      Required
    • Note
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    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.
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About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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