Connect Microsoft Outlook and Clio
Integrate Microsoft Outlook with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Microsoft Outlook when New Matter Created in Clio
Create Draft Email in Microsoft Outlook when New Matter Created in Clio
Create Calendar Event in Microsoft Outlook when New Matter Created in Clio
Cancel Calendar Event in Microsoft Outlook when New Matter Created in Clio
Send Email via Microsoft Outlook when New Matter Created in Clio
Popular Microsoft Outlook + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Outlook
When this happens...
When a new contact is created
When a new email is received
New Calendar Event Created
Choose an action
Clio
Automatically do this!
Create or Update Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create New Folder
Find Or Create Matter
Create Contact
Create Matter
Update Matter
Create Time Entry
Update Company Contact
Create Expense Entry
Create Communication
Find or Create Person Contact
Create Task Template List
List All Communications
List Documents
List Matters
List All Tasks
List All Users
List All Groups
Find Clients for Matter
Create Reminder
Create Contact in Microsoft Outlook when New Matter Created in Clio
Use this flowCreate Draft Email in Microsoft Outlook when New Matter Created in Clio
Use this flowCreate Calendar Event in Microsoft Outlook when New Matter Created in Clio
Use this flowCancel Calendar Event in Microsoft Outlook when New Matter Created in Clio
Use this flowSend Email via Microsoft Outlook when New Matter Created in Clio
Use this flowUpdate Contact in Microsoft Outlook when New Matter Created in Clio
Use this flowFind Contacts in Microsoft Outlook when New Matter Created in Clio
Use this flowGet User Details in Microsoft-outlook when New Matter Created in Clio
Use this flowList Contact Folders from Microsoft Outlook when New Matter Created in Clio
Use this flowList Messages from Microsoft Outlook when New Matter Created in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Outlook and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account or in the selected contact folder.
When a new email is received
Runs the workflow automatically whenever a new email is received in the account.
New Calendar Event Created
Runs the workflow automatically whenever a new calendar event is created in the connected account.
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
New Bill Created
Runs when new bill is created
Do thisActions
Action is the task that follows automatically within your Microsoft Outlook integrations.
Create Contact
Fix folder dropdown pagination/search globals, tighten email validation, remove whereClause, update help text
Create Draft Email
Create a draft email with subject, body, and recipients (To, CC, BCC); auto-detect HTML or plain-text body and accept comma- or semicolon-separated recipient lists.
Create Calendar Event
Create a calendar event with title, date/time (or all-day), timezone, attendees, location, description, and optional reminders.
Cancel Calendar Event
Remove an event from your Outlook calendar.
Send Email
Send an email from your Outlook account, including importance level and optional custom headers.
Update Contact
Apply review fixes to Update Contact: add record selector label, update fields placeholder, conditionally show additional details group, and refactor folder/contact dropdowns to reusable components.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Microsoft Outlook and Clio workflows.
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About Microsoft Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
Learn more
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Outlook and Clio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Outlook and Clio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clio. No coding required.
Yes. You can set up a workflow where Microsoft Outlook triggers actions in Clio, and a separate workflow where Clio triggers actions in Microsoft Outlook. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Outlook and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Outlook and Clio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
