Create lists in Microsoft SharePoint from new activities in Clio
Stay on top of your workflows between Clio and Microsoft SharePoint without missing a beat. When new activity takes place in your Clio account, this workflow helps in creating a corresponding list in Microsoft SharePoint. This minimizes the manual work, increases efficiency, and helps to keep both platforms updated seamlessly. No more toggling between apps, now your team can focus on the tasks that truly matter.
- When this happens...New ActivityTriggers when a new activity is created.
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More things you can do with Clio and Microsoft SharePoint
Discover other triggers and actions you can use with Clio and Microsoft SharePoint
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
Related Zap Templates
- Upload new Microsoft SharePoint files to Clio as documents
- Create Microsoft SharePoint pages for new Clio activities to streamline your information sharing
- Create and publish Microsoft SharePoint pages for new Clio contacts
- Create folders in Microsoft SharePoint for new matters in Clio
- Create folders in Microsoft SharePoint for new contacts in Clio




