Microsoft Exchange + Clio Integrations, Built by an AI Agent
Put Microsoft Exchange + Clio to work with AI and enterprise-grade automation
Learn more about Microsoft Exchange integrations or talk to a human
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Workflows you can build between Microsoft Exchange and Clio
See the kind of workflows teams build with Microsoft Exchange and Clio below — describe the exact one you want above and the Agent builds it on demand.
Microsoft Exchange + Clio
When a new email attachment is received in Microsoft Exchange, save the file to Clio case records.
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Send welcome emails to newly created leads
When a new lead is created in Clio, automatically send an introductory email in Microsoft Exchange to jumpstart prospect engagement.
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Log contact activity when incoming emails arrive
When an email is received in Microsoft Exchange, automatically log activity in Clio to maintain a complete history of customer interactions.
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Update contact records when emails bounce
If an email bounced in Microsoft Exchange, automatically update the contact in Clio to flag invalid details and clean up your database.
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Browse the full workflow library →
Looking to achieve something else with Microsoft Exchange and Clio?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Microsoft Exchange and Clio
Everything Microsoft Exchange and Clio can do inside a workflow — the triggers that start one and the actions that run when it fires.
Microsoft Exchange Explore Microsoft Exchange →
An enterprise email, calendar, and contact server software platform hosted on premises or in the cloud.
TriggersTriggers at a specified time before an event in your calendar starts.
Triggers when a new email with attachments arrives.
Triggers when a new event is created in your calendar.
Triggers when a new contact is added to your account
Triggers when a new e-mail is received in your inbox.
Triggers when a new e-mail is received in your inbox that matches a search.
Adds attendees to a calendar event.
Sets the categories applied to an email.
Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.
Create a copy of an email in another folder.
Create an event in the calendar of your choice.
Creates a new contact.
Clio Explore Clio →
Clio is a cloud-based legal practice management platform that handles client intake, case management, time tracking, and billing.
TriggersTriggers when a new activity is created.
Triggers when a new bill is created.
Triggers when the state of a bill has changed.
Triggers when a new calendar entry is created.
Triggers when a new communication is created.
Triggers when a new contact is created.
Assign a Task Template List.
Updates an existing company contact.
Creates a new calendar entry.
Creates a new communication.
Creates a company contact.
Generate a document from a document template and attach it to a matter.
Other Email apps on Knit
Explore more Email integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
ActiveCampaign Postmark
ActiveCampaign Postmark is a transactional email delivery service designed to help developers send application emails and monitor delivery performance.
Amazon SES
A cloud-based email sending service designed to send transactional, notification, and bulk marketing emails reliably.
Autoklose
Autoklose is an email sales automation platform designed to manage contacts, automate outreach campaigns, and engage prospects.
Bluetick.io
Bluetick.io is an automated email follow-up platform designed to help sales teams engage prospects and streamline outreach.
Connect 365
Connect 365 is an automated email outreach application that delivers personal cold prospect messaging directly through web email accounts.
EcoSend
EcoSend is a climate-conscious email platform designed to help businesses send marketing campaigns and transactional emails sustainably.
Elastic Email
Elastic Email is an email marketing and transactional email delivery platform featuring SMTP relay and email API services.
Gmail
Gmail is a free email service developed by Google that allows users to send, receive, and manage messages.
Other Legal Practice apps on Knit
Explore more Legal Practice integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Case Status
Case Status is a client engagement platform for legal practices that provides mobile case updates and automated messaging.
CosmoLex
CosmoLex is a cloud-based legal practice management software incorporating legal billing, trust accounting, and client relationship management.
Gavel
A document automation and legal workflow builder that allows users to create automated document generation systems.
Inform Direct
A company secretarial and corporate governance software designed for UK companies and accounting firms to manage corporate records.
Lawcus
A legal practice management software designed for law firms to manage cases, time tracking, billing, and client communication.
LEAP (Legal)
A legal practice management and legal accounting software built to help law firms manage cases, client documents, and billing.
LegalMatch
LegalMatch is an online attorney-client matching service that connects individuals and businesses with licensed lawyers based on legal needs.
MyCase
MyCase is an all-in-one legal practice management software providing document storage, case tracking, and invoicing for law firms.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Microsoft Exchange + Clio
Is there a pre-built Microsoft Exchange + Clio automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Microsoft Exchange and Clio's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Microsoft Exchange or Clio connector?
No. The Agent works whether or not Microsoft Exchange or Clio already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
What are the benefits of linking Clio and Microsoft Exchange?
Connecting them automates prospective buyer engagement, keeps communication histories updated in CRM records, and maintains list health when messages bounce.
Can incoming emails update sales deal notes?
Yes, receiving an email in Microsoft Exchange can automatically log activity against the matching contact or deal in Clio.