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Set up your first integration
Quickly connect Clio to OneNote with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with OneNote - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "Append Note" in OneNote.
You’re connected!
Zapier seamlessly connects Clio and OneNote, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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Connect Clio and OneNote to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate OneNote on the Zapier blog
Frequently Asked Questions about Clio + OneNote integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and OneNote
How do I set up an integration between Clio and OneNote?
To integrate Clio with OneNote, you'll need to create a Zap where Clio serves as the trigger app, and OneNote is the action app. This can be done in our platform by selecting triggers like 'New Contact' or 'New Calendar Event' from Clio and actions such as 'Create Note' in OneNote.
Can I automatically create a note in OneNote when a new contact is added in Clio?
Yes, you can set up a trigger for 'New Contact' in Clio, which will then execute the action of creating a note in OneNote. This automation allows you to maintain seamless documentation for every new contact generated.
What triggers from Clio can initiate actions in OneNote?
We support several triggers such as 'New Matter', 'Task Completed', and 'Invoice Paid' from Clio that can initiate corresponding actions like organizing your notes or updating existing entries in OneNote.
Does the integration support updating existing notes in OneNote?
Currently, our integration predominantly focuses on creating new entries based on events happening in Clio. However, checking for updates or adding content to existing notes may require additional manual steps post-automation.
Will this integration work if I am using multiple accounts on either platform?
Generally, integrations are tied to individual accounts used during the setup. If you're operating multiple accounts, make sure that you authorize the specific accounts you intend to integrate during configuration.
How can I ensure data transferred between Clio and OneNote remains secure?
We prioritize security with encrypted pathways for data transfer. It's important to regularly update your login credentials and periodically review connection settings to maintain rigorous security measures.
Is it possible to initiate an action from OneNote back into Clio?
The current setup directs actions primarily from Clio into OneNote. If there is a need for reverse functionality—triggering events from OneNote back into Clio—you might need a custom solution or workarounds tailored separately.
