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DocuSign + Microsoft Outlook + Clio Integrations

How to connect DocuSign + Microsoft Outlook + Clio

Zapier lets you send info between DocuSign, Microsoft Outlook, and Clio automatically—no code required.

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Do even more with DocuSign + Microsoft Outlook + Clio

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocuSign, Microsoft Outlook, and Clio. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

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How DocuSign + Microsoft Outlook + Clio Integrations Work

  1. Step 1: Authenticate DocuSign, Microsoft Outlook, and Clio.
    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
docusign logo

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

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

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