Microsoft Office 365 + Clio Integrations

How to connect Microsoft Office 365 + Clio

Zapier lets you send info between Microsoft Office 365 and Clio automatically—no code required.

When this happens...

Calendar Event Start

Triggers at a specified time before an event in your calendar starts.

automatically do this!

Assign Task Template List

Assign a Task Template List.

Supported triggers and actions

What does this mean?

Calendar Event Start
Triggers at a specified time before an event in your calendar starts.
Trigger
Scheduled
New Calendar Event
Triggers when a new event is created in your calendar.
Trigger
Scheduled
New Contact
Triggers when a new contact is added to your account
Trigger
Scheduled
New Email
Triggers when a new e-mail is received in your inbox.
Trigger
Scheduled
Updated Calendar Event
Triggers when an event is updated.
Trigger
Scheduled

Create Event
Create an event in the calendar of your choice.
Action
Write
Create Contact
Creates a new contact.
Action
Write

Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
Action
Write

Microsoft Office 365
Send an email from your Office 365 account.
Scheduled
Action
Microsoft Office 365
Updates a contact.
Scheduled
Action
Microsoft Office 365
Search for a contact.
Scheduled
Action
Microsoft Office 365
this is the description.
Scheduled
Action
Clio
Triggers when a new activity is created.
Instant
Trigger
Clio
Triggers when a new bill is created.
Instant
Trigger
Clio
Triggers when the state of a bill has changed.
Instant
Trigger
Clio
Triggers when a new calendar entry is created.
Instant
Trigger
Clio
Triggers when a new communication is created.
Instant
Trigger
Clio
Triggers when a new contact is created.
Instant
Trigger
Clio
Triggers when a new document is created.
Scheduled
Trigger
Clio
Triggers when a new matter is created.
Instant
Trigger
Clio
Triggers when the status of a matter has changed.
Instant
Trigger
Clio
Triggers when a new matter note is created.
Scheduled
Trigger
Clio
Triggers when a new task is created.
Instant
Trigger
Clio
Triggers when the status of a task has changed.
Instant
Trigger
Clio
Assign a Task Template List.
Scheduled
Action
Clio
Updates an existing company contact.
Scheduled
Action
Clio
Creates a new calendar entry.
Scheduled
Action
Clio
Creates a new communication.
Scheduled
Action
Clio
Creates a company contact.
Scheduled
Action
Clio
Creates a new expense entry.
Scheduled
Action
Clio
Creates a new folder in a matter.
Scheduled
Action
Clio
Creates a new matter.
Scheduled
Action
Clio
Creates a new matter note.
Scheduled
Action
Clio
Creates a person contact.
Scheduled
Action
Clio
Creates a new task.
Scheduled
Action
Clio
Creates a new time entry.
Scheduled
Action
Clio
Updates an existing person contact.
Scheduled
Action
Clio
Update an existing matter.
Scheduled
Action
Clio
Updates a task.
Scheduled
Action
Clio
Upload document to matter.
Scheduled
Action
Clio
Finds a Bill by Client ID, Matter ID or Invoice number.
Scheduled
Action
Clio
Find a Company Contact, by name, email or phone number.
Scheduled
Action
Clio
Find newest contact by custom field.
Scheduled
Action
Clio
Find a matter by number, display number, description, or client name.
Scheduled
Action
Clio
Find newest matter by client email.
Scheduled
Action
Clio
Find newest matter by custom field.
Scheduled
Action
Clio
Find a person contact by first name, last name, email or phone number.
Scheduled
Action
Clio
Find a user by name.
Scheduled
Action
Clio
Find or Create Company Contact
Scheduled
Action
Clio
Find or Create a Matter
Scheduled
Action
Clio
Find or Create Person Contact
Scheduled
Action

How Microsoft Office 365 + Clio Integrations Work

Step 1: Authenticate Microsoft Office 365 + Clio.
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.

Connect apps

Connect Microsoft Office 365 + Clio

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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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

Related categories

CRM (Customer Relationship Management)

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