Clio and Microsoft Excel Integrations | Workload™ Automation

Clio and Microsoft Excel Integrations

Connect Clio to Microsoft Excel

Workload lets you integrate Clio with Microsoft Excel in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.

Integrate Clio + Microsoft Excel


If this happens in Clio...

Then do this action in Microsoft Excel!




GO!





How to Integrate Clio and Microsoft Excel



  • 1. Authenticate your Clio and Microsoft Excel accounts.

  • 2. Use one of the apps as a trigger to start the workflow.

  • 3. Choose one of the actions from the other app.

  • 4. Map the data fields you want to pass from one app to the other.

  • 5. If you get stuck, we’re here to help! Request help directly from the web application.


Integrate Clio and Microsoft Excel




Video Tutorial: Integrate Clio and Microsoft Excel Using Workload



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Supported Clio + Microsoft Excel Integrations

About Clio

Clio is the leading law practice management software with the most 5-star reviews and the only legal software with over 1,000 reviews on Capterra. Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere. Access and manage your work in one central system - with matters, contacts, billing, and everything you need in one place. Schedule a live demo to learn more. 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.


Related Categories

CRM (Customer Relationship Management)

Similar Clio Apps

Yes! Clio and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Clio through it’s OAuth2.0 connection.

Prices for Clio vary according to usage. For the most accurate pricing, visit https://clio.com/pricing for more details.

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. 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.


Related Categories

Microsoft

Similar Microsoft Excel Apps

Yes! Microsoft Excel and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Microsoft Excel through it’s OAuth2.0 connection.

Prices for Microsoft Excel vary according to usage. For the most accurate pricing, visit https://excel.com/pricing for more details.