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Clio + OneNote Integrations

How to connect Clio + OneNote

Zapier lets you send info between Clio and OneNote automatically—no code required.

When this happens...
ClioClio
Bill State Updated

Triggers when the state of a bill has changed.

automatically do this!
OneNoteOneNote
Append Note

Appends content to the end of a note.

Supported triggers and actions

What does this mean?

How Clio + OneNote Integrations Work

  1. Step 1: Authenticate Clio + OneNote.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

OneNote Tutorials

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 More

Related categories

  • CRM (Customer Relationship Management)
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About OneNote

Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.
Learn More

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