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.
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.
- When this happens...New File
Triggers when a new file is added to the chosen folder.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
New Client
Triggers when a new client is created.
Try ItFolderRequired
DescriptionRequired
Note NameRequired
Parent FolderRequired
NameRequired
Description
FolderRequired
FileRequired
FolderRequired
Try ItFolderRequired
URL NameRequired
UrlRequired
Description
EmailRequired
First NameRequired
Last NameRequired
Company
PasswordRequired
Can Reset PasswordRequired
Can View SettingsRequired
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body