When this happens...
Citrix ShareFileNew File
Then do this...
ClioCreate Task

Looking for a better way to organize your files and share tasks with matter collaborators? Set up this automation, and whenever a new file is uploaded on ShareFile, Zapier will automatically create a task on Clio for you or anyone else to review it when ready.

How It Works

  1. A new file is uploaded to ShareFile
  2. Zapier automatically creates a task in Clio

What You Need

  • ShareFile account
  • Clio account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Citrix ShareFile + Clio and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New File

Triggers when a new file is added to the chosen folder.

Create Folder

Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

New Activity

Triggers when a new activity is created.

Create Client User

Creates a ShareFile user with the given information.

New Calendar Entry

Triggers when a new calendar entry is created.

Upload File

Allows user to upload a file to the selected folder.

New Task

Triggers when a new task has been created.

Create Person

Creates a new person.

New Communication

Triggers when a new communication is created.

Create Contact Note

Creates a new contact note

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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!

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.