Create new Dropbox folders for new Clio contacts
Effortlessly streamline your client onboarding process by connecting Clio and Dropbox with this seamless workflow. Each time a new contact is added in Clio, a corresponding folder will be created in Dropbox, making it easy to keep track of all your documents in one organized location. Improve your law practice's efficiency while maintaining the accuracy and consistency of your client files.
Effortlessly streamline your client onboarding process by connecting Clio and Dropbox with this seamless workflow. Each time a new contact is added in Clio, a corresponding folder will be created in Dropbox, making it easy to keep track of all your documents in one organized location. Improve your law practice's efficiency while maintaining the accuracy and consistency of your client files.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
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