Connect Microsoft Sharepoint and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New List Created
New List Item Created
Updated List Item
Choose an Action
Automatically do this!
Find a User
Create Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create Matter Folder
Assign Task Template List
Find Matter
Update Task
Create Person Contact
Create Matter
Update Matter
Create Time Entry [Activity]
Update Company Contact
Create Expense Entry [Activity]
Create Communication
Upload Document to Matter
Find Person Contact
Find or Create Company Contact
Create Task Template List
List All Interest Charges
List All Line Items
List All Communications
List All Conversations
List All Contacts
List All Documents
List All Folders
List All Reports
List All Task
List All User
List All Group
Find Clients for Matter
Ready to use Microsoft Sharepoint and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New List Created
Triggers when new list is created.
New List Item Created
Triggers when new item in the list is created.
Updated List Item
Trigger when existing item in the list is updated.
New Matter
Triggers when a new matter is created
New Activity
Triggers when a new activity is created
New Bill
Triggers when a new bill is created
Do thisActions
Action is the task that follows automatically within your Microsoft Sharepoint integrations.
Create a list
Create a new list
Create a List Item
Creates a new List Item.
Update List Item
Update an existing list item.
Delete List Item
Delete an existing list item.
Find List Item
Find an existing list item on user given value.
Find a User
Find a user by name
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Step by step guides to integrate Microsoft Sharepoint and Clio
Frequently Asked Questions
To start, connect both your Microsoft Sharepoint and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Sharepoint triggers actions in Clio (or vice versa).
Absolutely. You can customize how Microsoft Sharepoint data is recorded in Clio. This includes choosing which data fields go into which fields of Clio, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Sharepoint and Clio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Sharepoint and Clio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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