Clio + Microsoft Excel + Microsoft Outlook Integrations
How to connect Clio + Microsoft Excel + Microsoft Outlook
Zapier lets you send info between Clio and Microsoft Excel and Microsoft Outlook automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
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Do even more with Clio + Microsoft Excel + Microsoft Outlook
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 Clio, Microsoft Excel, and Microsoft Outlook. And don’t forget that you can add more apps and actions to create complex workflows.
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How Clio + Microsoft Excel + Microsoft Outlook Integrations Work
- Step 1: Authenticate Clio, Microsoft Excel, and Microsoft Outlook.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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 Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
