Clio + Microsoft Excel + Schedule by Zapier Integrations

How to connect Clio + Microsoft Excel + Schedule by Zapier

Zapier lets you send info between Clio and Microsoft Excel and Schedule by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
Start herearrow pointing down
Start herearrow pointing down
Choose an Action
Choose an Action
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Do even more with Clio + Microsoft Excel + Schedule by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Clio, Microsoft Excel, and Schedule by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Document

    Triggers when a new document is created.

    Trigger
    Scheduled
    Try It
  • Clio triggers, actions, and search

    New Bill

    Triggers when a new bill is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Matter

    Triggers when a new matter is created.

    Trigger
    Instant
    Try It

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

 Sign up with Google

How Clio + Microsoft Excel + Schedule by Zapier Integrations Work

  1. Step 1: Authenticate Clio, Microsoft Excel, and Schedule by Zapier.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
clio logo
clio logo

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 more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Help

Related categories

  • Microsoft
  • Spreadsheets

Similar apps

OneDrive integrationsOneDrive integrations

OneDrive

File Management & Storage, Microsoft
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets
Quip integrationsQuip integrations

Quip

Documents
schedule logo
schedule logo

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.
Learn moreHelp

Related categories

  • Scheduling & Booking
  • Zapier