Box + Clio integrations
Upload new Box files as documents to matter in Clio
This workflow, initiated with a new file in Box, uploads your document into the Clio app under Matter. It streamlines document management, ensuring all recent files are instantly available for your cases. You no longer need to manually transfer files between platforms, saving you time and ending the risk of overlooking important documents. This automation enhances organization across your services and institutes an efficient document handling process.
- When this happens...New FileTriggers when you add a new file to a folder.
- automatically do this!Upload Document to MatterUpload document to matter.
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More things you can do with Box and Clio
Discover other triggers and actions you can use with Box and Clio
- New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Try ItTriggerPolling - FolderRequired
- Share
Try ItTriggerPolling- Task Assigned to You
Triggered when you are assigned a task.
Try ItTriggerPolling - ActionWrite
- Event
Triggers when a new event is performed (this is the activity stream).
Try ItTriggerPolling - Folder
Try ItTriggerPolling- File IDRequired
- Template KeyRequired
- Metadata (JSON Object)Required
ActionWrite- ActionWrite
Box lets you keep all your businesses files in one place for simple online collaboration.
Related categories
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.
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