Connect Clio and Microsoft SharePoint to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings Clio and Microsoft SharePoint together. Build enterprise-grade automation in minutes.

Our most popular template

Upload new Microsoft SharePoint files to Clio as documents
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Microsoft SharePoint + Clio
Create Microsoft SharePoint pages for new Clio activities to streamline your information sharing
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Clio + Microsoft SharePoint
Create and publish Microsoft SharePoint pages for new Clio contacts
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Clio + Microsoft SharePoint
Create lists in Microsoft SharePoint from new activities in Clio
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Clio + Microsoft SharePoint
Create folders in Microsoft SharePoint for new matters in Clio
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Clio + Microsoft SharePoint
Create folders in Microsoft SharePoint for new contacts in Clio
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Clio + Microsoft SharePoint

Upload new Microsoft SharePoint files to Clio as documents

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Microsoft SharePoint + Clio

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

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Clio + Microsoft SharePoint

Create and publish Microsoft SharePoint pages for new Clio contacts

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Clio + Microsoft SharePoint

Create lists in Microsoft SharePoint from new activities in Clio

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Clio + Microsoft SharePoint

Create folders in Microsoft SharePoint for new matters in Clio

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Clio + Microsoft SharePoint

Create folders in Microsoft SharePoint for new contacts in Clio

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Clio + Microsoft SharePoint

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Clio with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Copy File or Folder" in Microsoft SharePoint.

You’re connected!

Zapier seamlessly connects Clio and Microsoft SharePoint, 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.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Additional Contact Attendees
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
Action
Write
- Matter
  Required
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
- Site
- Document Library
- Folder
Trigger
Polling
Try It
- Site
Trigger
Polling
Try It
- Site
- Document Library
- Folder
Trigger
Polling
Try It
- Site
  Required
Trigger
Polling
Try It
- Site
- Document Library
- Folder
- Folder Name
  Required
Action
Write
- Site
  Required
- List
  Required
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File or Folder
  Required
- Recipients
  Required
- Permission Level
  Required
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Site
  Required
- Document Library
  Required
- Folder
- File name
  Required
- Text content
  Required
- If file name exists
Action
Write
- Copy
- Site
- List
  Required
- List Item ID
  Required
- ETag
Action
Write
- Copy
- Site
  Required
- Document Library
  Required
- Folder
- File
  Required
- Export format
  Required
Action
Write
- Site
  Required
- Page
  Required
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File to Replace
  Required
- File
  Required
- New Name
Action
Write
- Site
- Document Library
- Folder
- File
  Required
- File name
- If file name exists
Action
Write
- Copy
- Site
- Document Library
- Search For
- Match By
- Search Query
  Required
Action
Search
- Search Query
  Required
Action
Search
- Copy
- Site
- Document Library
- File or Folder ID
  Required
Action
Search
- Site
  Required
- Document Library
  Required
- File or Folder
  Required
Action
Search
- Site
  Required
- Page ID
  Required
Action
Search

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Matter
  Required
- Document Template
  Required
- Document Name
  Required
- Generate PDF
- Generate Original Format
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #
  Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write
- Site
- Document Library
- Folder
Trigger
Polling
Try It
- Site
- Document Library
- Folder
Trigger
Polling
Try It
- Site
  Required
- List
  Required
Trigger
Polling
Try It
- Site
  Required
- List
  Required
Trigger
Polling
Try It
- Info
- Source Site
  Required
- Source Document Library
  Required
- File or Folder ID
  Required
- Destination Site
  Required
- Destination Document Library
  Required
- Destination Folder
Action
Write
- Site
- List Name
  Required
- Description
- List Template
Action
Write
- Site
  Required
- Title
  Required
- URL Name
- Description
- Page Layout
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File or Folder to Share
  Required
- Permission
- Who Can Access
- Expiration Date
Action
Write
- Copy
- Site
  Required
- Document Library
  Required
- Folder
- File or Folder ID
  Required
Action
Write
- Copy
- Site
  Required
- Page
  Required
Action
Write
- Copy
- Site
  Required
- Document Library
  Required
- Item
  Required
- Folder
- New name
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File or Folder
  Required
- Email Address
- Permission ID
Action
Write
- Site
  Required
- List
  Required
- List Item ID
  Required
- ETag
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
  Required
- List
  Required
Action
Search
- Info
- Monitor URL
  Required
Action
Search
- Copy
- Site
  Required
- Document Library
  Required
- Folder
  Required
Action
Search
- Site
  Required
- List
  Required
- List Item ID
  Required
Action
Search
- Site
Action
Search

For AI agents & developers

Use Clio and Microsoft SharePoint with AI agents and code

Beyond Zap workflows. Call Clio and Microsoft SharePoint actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Clio and Microsoft SharePoint actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Assign Task Template List
Copy File or Folder

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Clio and Microsoft SharePoint actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* clio / sharepoint action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Clio and Microsoft SharePoint

Archive Clio matter details to SharePoint

When a new matter is created in Clio, Zapier can automatically create a list item in SharePoint containing the matter details. This ensures all case details are archived and accessible for teams, improving organization and reducing the chance of missed information.

Business Owner

Try it

Share new SharePoint files as tasks in Clio

Zapier automates task creation in Clio upon detection of a new file upload in specific SharePoint folders. This workflow aids customer support operations in efficiently tracking files that may require legal review or customer follow-ups.

Customer Support Ops

Try it

Sync Clio activities to a SharePoint list

Zapier updates a SharePoint list item each time a new activity is added in Clio. This workflow ensures IT teams can maintain real-time, up-to-date information on legal activities or tasks, minimizing miscommunication and saving time spent on manual updates.

Try it

Make work flow with AI

Level up your Clio to Microsoft SharePoint integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Clio + Microsoft SharePoint integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Microsoft SharePoint

How can I integrate Clio with Microsoft SharePoint?

You can integrate Clio with Microsoft SharePoint through our platform by setting specific triggers and actions. For instance, you can trigger a workflow when a new document is added in Clio, which then uploads the document to a designated folder in SharePoint.

What triggers are available when integrating Clio with SharePoint?

Some of the key triggers available include adding a new contact or matter in Clio, or the creation of a new document. These events can initiate actions such as uploading documents to SharePoint or creating corresponding folders.

What actions can be performed in SharePoint through integration with Clio?

You can perform various actions such as creating new folders, uploading documents, and updating record details in your SharePoint account based on triggers from Clio activities.

Do I need any technical expertise to set up the integration between Clio and Microsoft SharePoint?

Setting up the integration does not require advanced technical expertise. Our intuitive interface guides you through selecting triggers from Clio and defining corresponding actions in Microsoft SharePoint.

Can I automatically upload documents from Clio to specific folders in SharePoint?

Yes, you can set up workflows where adding a document in Clio automatically uploads it to a specified folder within your SharePoint library based on your predefined settings.

Is real-time synchronization possible between Clio and Microsoft SharePoint?

While we facilitate near real-time data exchange between Clio and Microsoft SharePoint, there might be slight delays depending on internet connectivity and the volume of data being processed.

What should I do if an action fails during integration setup between Clio and SharePoint?

If an action fails during setup or execution, you can check our platform's activity logs for error messages that can guide troubleshooting. Additionally, our support team is available to assist you if further help is needed.

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Microsoft SharePoint

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

Learn moreLearn moreHelpHelp

Related categories

Microsoft

Team Collaboration

Connect Clio and Microsoft SharePoint to power AI-driven automation

Launch your first automated workflow

Upload new Microsoft SharePoint files to Clio as documents

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

Create and publish Microsoft SharePoint pages for new Clio contacts

Create lists in Microsoft SharePoint from new activities in Clio

Create folders in Microsoft SharePoint for new matters in Clio

Create folders in Microsoft SharePoint for new contacts in Clio

Upload new Microsoft SharePoint files to Clio as documents

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

Create and publish Microsoft SharePoint pages for new Clio contacts

Create lists in Microsoft SharePoint from new activities in Clio

Create folders in Microsoft SharePoint for new matters in Clio

Create folders in Microsoft SharePoint for new contacts in Clio

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Clio and Microsoft SharePoint with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Clio and Microsoft SharePoint

Archive Clio matter details to SharePoint

Share new SharePoint files as tasks in Clio

Sync Clio activities to a SharePoint list

Make work flow with AI

Frequently Asked Questions about Clio + Microsoft SharePoint integrations

Connect Clio to Microsoft SharePoint on the world's largest no-code automation platform