Clio

Clio + Citrix ShareFile Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Clio and Citrix ShareFile, with as many as 90 possible integrations. Are you ready to find your productivity superpowers?

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

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

Triggers when a new task is created.

Create Task

Creates a new task.

New Matter

Triggers when a new matter is created.

Create Matter

Creates a new matter.

New Contact

Triggers when a new contact is created.

Create Person Contact

Creates a person contact.

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 Document

Triggers when a new document is created.

Create Client User

Creates a ShareFile user with the given information.

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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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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!

See Citrix ShareFile Integrations