Connect Clio and Microsoft Excel to unlock the power of automation
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Set up your first integration
Quickly connect Clio to Microsoft Excel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Microsoft Excel - no code necessary. See how you can get setup in minutes.
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 Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Clio and Microsoft Excel, 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.
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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Practical ways you can use Clio and Microsoft Excel
Log new Clio contacts in Excel.
When a new contact is created in Clio, Zapier adds their details to a Microsoft Excel spreadsheet. This automation helps business owners maintain an updated client directory, reducing manual data entry while ensuring accurate client records. Real-time updates make client management easier, enhancing efficiency.
Business OwnerAnalyze matter data with Excel.
When a new matter is created in Clio, Zapier can send that data to an Excel sheet. Data scientists can then use the compiled dataset for deep analysis or machine learning modeling, reducing time spent gathering data while ensuring that datasets are both up-to-date and accurate for actionable insights.
Data ScienceTrack tasks in Excel from Clio.
Every time a new task is created in Clio, Zapier logs the task details into a Microsoft Excel spreadsheet. Project managers can consolidate task tracking, increasing transparency while saving valuable time spent on manual updates across tools. This approach improves task monitoring by centralizing key information.
Project ManagementLearn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about Clio + Microsoft Excel 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 Excel
How do I integrate Clio with Microsoft Excel?
We offer a seamless integration with Microsoft Excel through Zapier. You can set up triggers and actions in Zapier that automatically transfer data between Clio and Excel based on your specifications.
Can I automate data transfer from Clio to Excel?
Yes, automation is possible by setting up a Zap with specific triggers in Clio, such as new client entries, to automatically populate corresponding data fields in an Excel spreadsheet.
What types of triggers are supported for the Clio and Excel integration?
The integration supports various triggers such as creating a new contact or matter in Clio. These triggers can initiate actions like inserting a new row in an Excel spreadsheet.
Can I customize the information transferred from Clio to Excel?
Absolutely, you can customize which data fields from Clio are transferred to specific columns in your Excel sheet by mapping fields during the setup of your automated workflow on Zapier.
Is there a way to update existing records in Excel using data from Clio?
Yes, you can set up an action that will either update existing rows or add new ones based on updates or changes made within your Clio account.
How frequently is the data updated between Clio and Excel?
Data updates are typically executed whenever the specified trigger event occurs in Clio. You can configure these updates to happen instantly or at scheduled intervals depending on your needs.
Are there any tips for troubleshooting issues with the Clio-Excel integration?
Ensure that all field mappings are correct and that both apps have authorized API access. Checking connection stability and reviewing Zap logs can also help diagnose common issues.
