Citrix ShareFile + Clio

Create Citrix ShareFile folders from new Clio matters

  1. When this happens

    Step 1: New Matter

  2. Then do this

    Step 2: Create Folder

Every new matter you create generates volumes of files. Stay focused on the work at hand by setting up this automation. From then on, Zapier will watch for new Clio matters and automatically add corresponding folders to your ShareFile, keeping your clients and documentation organized effortlessly.

How It Works

  1. A new matter is created on Clio
  2. Zapier automatically creates a new folder for the client on Sharefile

What You Need

  • ShareFile account
  • Clio account

Supported triggers and actions

What does this mean?
citrix-sharefile logo
citrix-sharefile logo
citrix-sharefile logo

About Citrix ShareFile

Citrix ShareFile is an enterprise "follow-me" data solution that makes it easy for users to store, sync and share data securely from any device, anywhere!

Related categories

  • File Management & Storage
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clio logo
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