When new attachment in Microsoft Exchange, sync it to Clio.
When a new email attachment is received in Microsoft Exchange, save the file to Clio case records.
See all Microsoft Exchange + Clio integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Microsoft Exchange Explore Microsoft Exchange →
TriggersFires when a new email arrives in Microsoft Exchange.
Fires when an email is sent from Microsoft Exchange.
Fires when a tracked email sent via Microsoft Exchange is opened.
Fires when an email sent via Microsoft Exchange bounces.
Sends an email via Microsoft Exchange.
Creates a draft email in Microsoft Exchange.
Applies a label or folder to an email in Microsoft Exchange.
Moves an email into a different folder in Microsoft Exchange.
Clio Explore Clio →
TriggersFires when a case or matter is opened or updated in Clio.
Fires when a new client lead is added in Clio.
Fires when a client invoice is issued in Clio.
Opens a new case or matter in Clio.
Adds a client, company or contact in Clio.
Logs billable time against a matter in Clio.
More Microsoft Exchange + Clio workflows
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.
See details
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.
See details
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.
See details
See all Microsoft Exchange + Clio integrations → · Browse the full workflow library →
Common questions
Can Knit build “When new attachment in Microsoft Exchange, sync it to Clio.” between Microsoft Exchange and Clio?
Yes — describe it in the box above and Knit's Integrations Agent researches Microsoft Exchange and Clio's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to 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.