Create new Clio tasks from new ShareFile files

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
Create new Clio tasks from new ShareFile files
Citrix ShareFile integration logo

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 integration logo

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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