Integrate Microsoft Outlook with Clio

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between Microsoft Outlook and Clio

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Microsoft Outlook Integrations

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

About Clio

Clio offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting.

Microsoft Outlook + Clio Quick Connects

Want to explore Microsoft Outlook + Clio quick connects for faster integration? Here’s our list of the best Microsoft Outlook + Clio quick connects.

Explore quick connects

Connect Microsoft Outlook + Clio in easier way

It's easy to connect Microsoft Outlook + Clio without coding knowledge. Start creating your own business flow.

Triggers
Calendar Event Start

Triggers at a specified time before an event in your calendar starts.
New Calendar Event

Triggers when an event is added to you selected calendar.
New Contact

Triggers every time a new contact is added.
New Email

Triggers whenever a new email is received.
Updated Calendar Event

Triggers every time an event is updated.
New Activity

Triggers when a new activity is Created.
New ActivityDescription

Triggers when new ActivityDescription is created.
New Bill

Triggers when a new Billis created.
New Calendar Entry

Triggers when a new Calendar Entry is Created.
New Communication

Triggers when a new Communication is added.
New Contact

Triggers when a new Contact is created.
New Document

Triggers when a new Document is added.
New Expense Category

Triggers when a new Expense Category is created.
New Folder

Triggers when a new Folder is created.
New Matter

Triggers when a new Matter is created.
New Task

Triggers when a new Task is created.

Actions
Create Contact

Create a new contact to your Office 365 account.
Create Event

Create an event directly on your designated calendar.
Delete Event

Deletes events.
Send Email

Send an email from your Outlook account.
Create Activity Description

Creates a new ActivityDescription.

How Microsoft Outlook & Clio Integrations Work

Step 1: Choose Microsoft Outlook as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Clio as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Microsoft Outlook to Clio.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.