Clio + OneNote
Create OneNote notes for new Clio activities
Stay organized and never miss an update with this automation that connects Clio and OneNote. When a new activity happens in Clio, it will create a note in OneNote, keeping all your important information in one place. Save time and manage your tasks efficiently with this seamless workflow.
Stay organized and never miss an update with this automation that connects Clio and OneNote. When a new activity happens in Clio, it will create a note in OneNote, keeping all your important information in one place. Save time and manage your tasks efficiently with this seamless workflow.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Note
Create a new note in the "Quick Notes" section of your default notebook.
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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.
