Clio Office 365 Integration using AI Agents
Appy Pie Automate allows you to Integrate Clio and Office 365 using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
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.
About Office 365
Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.
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Easily set up Clio Office 365 Integration without coding. Start automating your workflows and Integrate Clio with Office 365 today.
- Triggers
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New ActivityTriggers when a new activity is Created.
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New ActivityDescription
Triggers when new ActivityDescription is created.
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New Bill
Triggers when a new Billis created.
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New Calendar Entry
Triggers when a new Calendar Entry is Created.
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New Communication
Triggers when a new Communication is added.
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New Contact
Triggers when a new Contact is created.
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New Document
Triggers when a new Document is added.
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New Expense Category
Triggers when a new Expense Category is created.
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New Folder
Triggers when a new Folder is created.
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New Matter
Triggers when a new Matter is created.
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New Task
Triggers when a new Task is created.
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New CalendarTriggers once you add a new calendar.
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New Contact
Triggers when a new contact is added to your account
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New Email
Triggers when a new e-mail is received in your inbox.
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New Event
Triggers when a new event is created in your calendar.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Create Contact
Creates a new contact.
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Create Event
Create an event in the calendar of your choice.
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Send Email
Send an email from your Outlook account.
How Clio and Office 365 Integrations Work
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Step 1: Choose Clio as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Office 365 as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Clio to Office 365.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.