Clio + Microsoft SharePoint

Create and publish Microsoft SharePoint pages for new Clio contacts

Easily keep your team informed of new contacts in Clio with this seamless workflow. When a new contact is added to Clio, this automation will publish a page on your Microsoft SharePoint site, ensuring that important details are shared efficiently. Staying organized and up-to-date has never been simpler.

Easily keep your team informed of new contacts in Clio with this seamless workflow. When a new contact is added to Clio, this automation will publish a page on your Microsoft SharePoint site, ensuring that important details are shared efficiently. Staying organized and up-to-date has never been simpler.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact 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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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