Update matters in Clio when rows are updated in Microsoft Excel
Keep your Clio matters up to date with any changes from your Microsoft Excel sheets. Whenever a row gets updated in Excel, the corresponding matter in Clio will get updated too. This automation ensures your matters reflect the most recent information, saving you time and reducing chances of error. Enjoy streamlined workflow and improved efficiency between Microsoft Excel and Clio.
Keep your Clio matters up to date with any changes from your Microsoft Excel sheets. Whenever a row gets updated in Excel, the corresponding matter in Clio will get updated too. This automation ensures your matters reflect the most recent information, saving you time and reducing chances of error. Enjoy streamlined workflow and improved efficiency between Microsoft Excel and Clio.
- When this happens...Updated Row
Triggers when a row is added or updated in a worksheet.
- automatically do this!Update Matter
Update an existing matter.
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Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id