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Set up your first integration
Quickly connect Clio to Microsoft SharePoint with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Microsoft SharePoint - 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 "Delete List Item" in Microsoft SharePoint.
You’re connected!
Zapier seamlessly connects Clio and Microsoft SharePoint, 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 SharePoint
Archive Clio matter details to SharePoint
When a new matter is created in Clio, Zapier can automatically create a list item in SharePoint containing the matter details. This ensures all case details are archived and accessible for teams, improving organization and reducing the chance of missed information.
Business OwnerShare new SharePoint files as tasks in Clio
Zapier automates task creation in Clio upon detection of a new file upload in specific SharePoint folders. This workflow aids customer support operations in efficiently tracking files that may require legal review or customer follow-ups.
Customer Support Ops
Sync Clio activities to a SharePoint list
Zapier updates a SharePoint list item each time a new activity is added in Clio. This workflow ensures IT teams can maintain real-time, up-to-date information on legal activities or tasks, minimizing miscommunication and saving time spent on manual updates.
IT
Frequently Asked Questions about Clio + Microsoft SharePoint 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 SharePoint
How can I integrate Clio with Microsoft SharePoint?
You can integrate Clio with Microsoft SharePoint through our platform by setting specific triggers and actions. For instance, you can trigger a workflow when a new document is added in Clio, which then uploads the document to a designated folder in SharePoint.
What triggers are available when integrating Clio with SharePoint?
Some of the key triggers available include adding a new contact or matter in Clio, or the creation of a new document. These events can initiate actions such as uploading documents to SharePoint or creating corresponding folders.
What actions can be performed in SharePoint through integration with Clio?
You can perform various actions such as creating new folders, uploading documents, and updating record details in your SharePoint account based on triggers from Clio activities.
Do I need any technical expertise to set up the integration between Clio and Microsoft SharePoint?
Setting up the integration does not require advanced technical expertise. Our intuitive interface guides you through selecting triggers from Clio and defining corresponding actions in Microsoft SharePoint.
Can I automatically upload documents from Clio to specific folders in SharePoint?
Yes, you can set up workflows where adding a document in Clio automatically uploads it to a specified folder within your SharePoint library based on your predefined settings.
Is real-time synchronization possible between Clio and Microsoft SharePoint?
While we facilitate near real-time data exchange between Clio and Microsoft SharePoint, there might be slight delays depending on internet connectivity and the volume of data being processed.
What should I do if an action fails during integration setup between Clio and SharePoint?
If an action fails during setup or execution, you can check our platform's activity logs for error messages that can guide troubleshooting. Additionally, our support team is available to assist you if further help is needed.
