Organize new Clio activities by moving files to designated Dropbox folders
Effortlessly manage your legal documents with this workflow that connects Clio and Dropbox. When a new activity occurs in Clio, this automation will move the associated file to the specified folder in Dropbox. With this seamless integration, you can keep your files organized and stay focused on your cases instead of file management tasks.
Effortlessly manage your legal documents with this workflow that connects Clio and Dropbox. When a new activity occurs in Clio, this automation will move the associated file to the specified folder in Dropbox. With this seamless integration, you can keep your files organized and stay focused on your cases instead of file management tasks.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Move File
Moves a file to a new location at the path you specify.
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