Clio + Citrix ShareFile Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Clio and Citrix ShareFile.


Get started with workflows like: Create Citrix ShareFile folders from new Clio matters. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Clio + Citrix ShareFile in Minutes

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

All Triggers & Actions

InstantNew Activity

Triggers when a new activity is created.

InstantBill State Updated

Triggers when the state of a bill has changed.

InstantNew Communication

Triggers when a new communication is created.

New Document

Triggers when a new document is created.

InstantMatter Status Updated

Triggers when the status of a matter has changed.

InstantNew Bill

Triggers when a new bill is created.

InstantNew Calendar Entry

Triggers when a new calendar entry is created.

InstantNew Contact

Triggers when a new contact is created.

InstantNew Matter

Triggers when a new matter is created.

New Matter Note

Triggers when a new matter note is created.

How Clio + Citrix ShareFile Integrations Work

  1. Step 1: Authenticate Clio + Citrix ShareFile.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Clio + Citrix ShareFile