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Zapier makes it easy to integrate Clio with Microsoft Outlook - no code necessary. See how you can get setup in minutes.
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Clio
Clio
1. Choose trigger event
Microsoft Outlook
Microsoft Outlook
2. Choose action
1. Select the event
Setup
Test
Clio
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 "Add Attendees to Calendar Event" in Microsoft Outlook.
You’re connected!
Zapier seamlessly connects Clio and Microsoft Outlook, 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.
Create a new record or update an existing record in your app.
Distribution list
Required
User email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Calendar
Subject
Required
Start Date & Time
Required
End Date & Time
Required
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
Enable Reminder
Categories
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
To Email(s)
Required
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Required
Body Format
Required
Body
Required
Attachment
Action for Files Larger Than 150MB
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Folder Name
Required
Parent Folder
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Flag Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Mark as
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Categories to Remove
Required
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send From (Shared Mailbox)
Draft Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Importance
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
Contact
Required
First Name
Last Name
EmailAddresses
BusinessPhones
HomePhones
MobilePhone
JobTitle
CompanyName
Department
Business Website URL
PersonalNotes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Calendar
SearchTerm
Required
Start Date & Time
End Date & Time
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search_info
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Group email address or ID
Required
Search Term
Start Date & Time
End Date & Time
Action
This is an event a Zap performs.
Search
Find existing data in your app
Calendar
Start Date & Time
Required
End Date & Time
Required
Select Fields
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Clio and Microsoft Outlook with AI agents and code
Beyond Zap workflows. Call Clio and Microsoft Outlook 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 Outlook actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Assign Task Template List
Add Attendees to Calendar Event
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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 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 Outlook
Automatically schedule follow-ups for new matters.
Stay on top of client matters without manual scheduling. When a new matter is created in Clio, Zapier instantly adds a calendar event in Microsoft Outlook. This ensures timely follow-ups, improves task organization, and could increase client satisfaction and retention.
Improve support follow-ups by automatically managing communications. When a new communication is created in Clio, Zapier sends an organized email summary via Microsoft Outlook. This ensures nothing slips through the cracks and supports better customer service metrics like response time.
Ensure project details are always updated. When a new activity is created in Clio, Zapier schedules a calendar event in Microsoft Outlook. This keeps teams aware of project timelines and milestones, enhancing collaboration and efficiency.
Learn how to automate Microsoft Outlook on the Zapier blog
Make work flow with AI
Level up your Clio to Microsoft Outlook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
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.
