Connect Clio and Microsoft Outlook to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Clio to Microsoft Outlook with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Microsoft Outlook - no code necessary. See how you can get setup in minutes.
Select a trigger from Clio
Setup an action from Microsoft Outlook
That’s it! You just connected Clio to Microsoft Outlook
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Frequently Asked Questions about Clio + Microsoft Outlook 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 Outlook
How do I integrate Clio with Microsoft Outlook?
You can integrate Clio with Microsoft Outlook using our platform by creating a Zap that connects the two applications. To do this, select Clio as your trigger app and Microsoft Outlook as your action app within the integration setup.
What triggers can I use from Clio for integration with Outlook?
Our integration allows you to use various triggers from Clio, such as 'New Matter', 'New Task', or 'New Calendar Entry'. These events in Clio can then initiate actions in Microsoft Outlook.
Can I automatically create calendar events in Outlook using information from Clio?
Yes, you can set up a trigger for new calendar entries or tasks in Clio to automatically create corresponding events in your Microsoft Outlook calendar through the integration.
Is it possible to sync contacts between Clio and Outlook?
While we currently focus on task and event automation, syncing contacts directly between Clio and Outlook typically requires manual actions or the use of other dedicated contact sync tools not directly covered by our service.
Are there any actions specific to Microsoft Outlook available in the integration?
Yes, actions like sending an email or creating a new event are available for Microsoft Outlook. You can trigger these actions based on entries or amendments in Clio.
How do triggers and actions work between Clio and Outlook once integrated?
Triggers are specific events that occur within Clio, such as creating a new matter or updating an existing one. Once these triggers occur, they initiate predefined actions within Microsoft Outlook, like sending an email notification or adding a calendar event.
Are custom integrations supported if my needs exceed standard triggers and actions?
We support custom workflows through advanced settings where you can define unique scenarios beyond standard triggers and actions. This requires technical customization but allows extensive flexibility.
Connect Clio and Microsoft Outlook 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.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
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.
