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Zapier Chrome extension + Microsoft Dynamics 365 CRM + Clio Integrations

How to connect Zapier Chrome extension + Microsoft Dynamics 365 CRM + Clio

Zapier lets you send info between Zapier Chrome extension, Microsoft Dynamics 365 CRM, and Clio automatically—no code required.

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Do even more with Zapier Chrome extension + Microsoft Dynamics 365 CRM + 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 Zapier Chrome extension, Microsoft Dynamics 365 CRM, 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?

Connect your apps and automate workflows

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How Zapier Chrome extension + Microsoft Dynamics 365 CRM + Clio Integrations Work

  1. Step 1: Authenticate Zapier Chrome extension, Microsoft Dynamics 365 CRM, 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.
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About Zapier Chrome extension

Run workflows right from your browser. Include the URL & Title of the current page or add fields to include any other data you want to use in your Zap.
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Related categories

  • Notifications
  • Productivity
  • Zapier
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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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clio logo

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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