Schedule by Zapier + Microsoft Excel + Clio Integrations

How to connect Schedule by Zapier + Microsoft Excel + Clio

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Do even more with Schedule by Zapier + Microsoft Excel + 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 Schedule by Zapier, Microsoft Excel, and Clio. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Trigger on weekends?
  Should this Zap trigger on Saturday and Sunday?
- Time of DayRequired
  Triggers relative to your timezone settings and defaults to UTC (GMT+00:00) if no preference is set. Note: You can also specify a time with a Custom Value in the formats "hh:mm aa", "hh:mm", or "hhhh" (e.g. "2:30pm", "14:30", or "1430").
Trigger
Instant
Try It
- Day of the MonthRequired
  Day of month this schedule should trigger on.
- Time of DayRequired
  Triggers relative to your timezone settings and defaults to UTC (GMT+00:00) if no preference is set. Note: You can also specify a time with a Custom Value in the formats "hh:mm aa", "hh:mm", or "hhhh" (e.g. "2:30pm", "14:30", or "1430").
Trigger
Instant
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- Folder
  NOTE that this defaults to the root of the drive.
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write

- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- Folder
  NOTE that this defaults to the root of the drive.
- TitleRequired
- Column Headers
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
  Let us know which column you want to search by with the value below. We will grab the first matching row and give you all of its values.
- Lookup ValueRequired
Action
Search

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Scheduled
Try It
- EventRequired
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write
- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
  Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?
- Matter
- Task Due Date
- Task Priority
- Task Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
  Must be a Contact of type Company
Action
Write
- Task IDRequired
  ID number of the Task to be updated
- Name
- Description
- Type of AssigneeRequired
  Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?
- Matter
- Task Due Date
- Task Priority
- Task Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Notify Completion
Action
Write
- Api Docs Info
  API docs for Clio are located here http://api-docs.clio.com/v2/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search Type
  Search by ID or Wildcard (name, email or phone number).
- Search ValueRequired
  Search by name, email or phone number.
Action
Search
- Search Type
  Search by ID or Wildcard (number, display number, description, or client name).
- Search ValueRequired
  Search by number, display number, description, or client name.
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
  Search by name
Action
Search
- Search Type
  Search by ID or Wildcard (number, display number, description, or client name).
- Search ValueRequired
  Search by number, display number, description, or client name.
- ClientRequired
- Group
- Client Reference
  Client Reference string for external uses.
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
  Clio ID# of the originating attorney
- Responsible Attorney ID#
  Clio ID# of the attorney responsible for this matter
- Pending Date
  Date the Matter is set to pending
- Open Date
  Date the Matter is set to open
- Close Date
  Date the Matter is set to close
- Location
- Status
- Billable
- Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Due At
  The due date of Statute of Limitations
- Destroy?
  Make sure your Clio account has access to this feature, you Zap will fail if not
- Budget
- Include Expenses?
- Notification Threshold
  Percentage of the budget when it starts notifying users.
- Notify Users?
  Determine whether to notify users when the matter reaches the notification threshold.
Action
Search or write

- Trigger on weekends?
  Should this Zap trigger on Saturday and Sunday?
Trigger
Instant
Try It
- Day of the WeekRequired
- Time of DayRequired
  Triggers relative to your timezone settings and defaults to UTC (GMT+00:00) if no preference is set. Note: You can also specify a time with a Custom Value in the formats "hh:mm aa", "hh:mm", or "hhhh" (e.g. "2:30pm", "14:30", or "1430").
Trigger
Instant
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
  Trigger on changes to cells in this column only.
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  We will only update columns you provide, leaving all others untouched.
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
  Let us know which column you want to search by with the value below. We will grab the first matching row and give you all of its values.
- Lookup ValueRequired
Action
Search or write
New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Scheduled
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Description
- Activity Note
- DateRequired
- Price
  The expense amount.
- Matter
- Matter Note
- User
Action
Write
- ClientRequired
- Group
- Client Reference
  Client Reference string for external uses.
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
  Clio ID# of the originating attorney
- Responsible Attorney ID#
  Clio ID# of the attorney responsible for this matter
- Pending Date
  Date the Matter is set to pending
- Open Date
  Date the Matter is set to open
- Close Date
  Date the Matter is set to close
- Location
- Status
- Billable
- Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Due At
  The due date of Statute of Limitations
- Destroy?
  Make sure your Clio account has access to this feature, you Zap will fail if not
- Budget
- Include Expenses?
- Notification Threshold
  Percentage of the budget when it starts notifying users.
- Notify Users?
  Determine whether to notify users when the matter reaches the notification threshold.
Action
Write
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
  Must be a Contact of type Company
Action
Write
- Description
- Activity Note
- DateRequired
- Time
  Enter in minutes
- Price
  The hourly or flat amount.
- Matter
- Matter Note
- User
Action
Write
- MatterRequired
- Client
- Client Reference
  Client Reference string for external uses.
- Matter Description
- Practice Area
- Originating Attorney ID#
  Clio ID# of the originating attorney
- Responsible Attorney ID#
  Clio ID# of the attorney responsible for this matter
- Pending Date
  Date the Matter is set to pending
- Open Date
  Date the Matter is set to open
- Close Date
  Date the Matter is set to close
- Location
- Status
- Billable
- Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Due At
  The due date of Statute of Limitations
- Destroy?
  Make sure your Clio account has access to this feature, you Zap will fail if not
- Budget
- Include Expenses?
- Notification Threshold
  Percentage of the budget when it starts notifying users.
- Notify Users?
  Determine whether to notify users when the matter reaches the notification threshold.
Action
Write
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
  Search by ID or Wildcard (first name, last name, email or phone number).
- Search ValueRequired
Action
Search
- Search Type
  Search by ID or Wildcard (name, email or phone number).
- Search ValueRequired
  Search by name, email or phone number.
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
  Search by ID or Wildcard (first name, last name, email or phone number).
- Search ValueRequired
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
  Must be a Contact of type Company
Action
Search or write

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How Schedule by Zapier + Microsoft Excel + Clio Integrations Work

Step 1: Authenticate Schedule by Zapier, Microsoft Excel, and 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 Schedule by Zapier + Microsoft Excel + Clio

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Related categories

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.

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

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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Schedule by Zapier + Microsoft Excel + Clio Integrations

How to connect Schedule by Zapier + Microsoft Excel + Clio

Do even more with Schedule by Zapier + Microsoft Excel + Clio

Every Day

Trigger on weekends?

Every Month

Day of the MonthRequired

Time of DayRequired

New Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

New Worksheet

Storage Source

Folder

SpreadsheetRequired

Add Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

Storage Source

Folder

TitleRequired

Column Headers

Find Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

EventRequired

New Task

Assign Task Template List

Matter IDRequired

Task Template ListRequired

Notify AssigneesRequired

Due At

Create Calendar Entry

SummaryRequired

Description

Location

Starts at:Required

Ends at:Required

All Day Event

Send Email Notification

CalendarRequired

Contact Attendee

Matter

Create Company Contact

Company NameRequired

Email Address

Street

City

Province

Postal Code

Country

Website

Phone Number

Instant Messenger

Create Matter Folder

NameRequired

MatterRequired

Create Matter Note

Note SubjectRequired

Note DetailRequired

MatterRequired

Date

Create Task

NameRequired

DescriptionRequired

Type of AssigneeRequired