Clio + Microsoft SharePoint

Create Microsoft SharePoint pages for new Clio activities to streamline your information sharing

Stay on top of your Clio activities and effortlessly share updates with your team using this automation. When a new activity is detected in Clio, this workflow will create and publish a new page in Microsoft SharePoint, ensuring that all information is up-to-date and easily accessible for your team. Enhance collaboration and save time by letting this integration manage your documentation process.

Stay on top of your Clio activities and effortlessly share updates with your team using this automation. When a new activity is detected in Clio, this workflow will create and publish a new page in Microsoft SharePoint, ensuring that all information is up-to-date and easily accessible for your team. Enhance collaboration and save time by letting this integration manage your documentation process.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Publish Page

    Changes the status of an existing Page to Published.

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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sharepoint logo
sharepoint logo

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Related categories

  • Microsoft
  • Team Collaboration