Clio + Microsoft Excel

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.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    Updated Row

    Triggers when a row is added or updated in a worksheet.

    TriggerPolling
  2. automatically do this!
    ClioClio
    Update Matter

    Update an existing matter.

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
clio logo
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.
Learn more

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  • CRM (Customer Relationship Management)

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excel logo
excel logo

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.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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