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?
Create Citrix ShareFile folders from new Clio matters
Every new matter you create generates volumes of files. Stay focused on the work at hand by setting up this automation. From then on, Zapier will watch for new Clio matters and automatically add corresponding folders to your ShareFile, keeping your clients and documentation organized effortlessly.
How It Works
- A new matter is created on Clio
- Zapier automatically creates a new folder for the client on Sharefile
What You Need
- ShareFile account
- Clio account
Create Citrix ShareFile folders from Clio matters
One of the biggest hassles when it comes to landing a new client is getting their information set up across all of the different apps you use. Think of how much time you spend doing that, wish you had a way to automate some of that out of your life? Now you can with Zapier!
How It Works
- You have a new matter in Clio
- Zapier creates a new folder in Citrix ShareFile
What You Need
- Clio account
- Citrix ShareFile account
Save new Clio contacts to Citrix ShareFile as new client users
Rather than copy them over yourself, let automation move contacts between your apps. With this integration, Zapier will watch for new Clio contacts and automatically create new client users your ShareFile account for each new name we detect. It's an easy way to add your important client contacts to ShareFile while eliminating duplicate work or possible errors, and only takes a few minutes to set up.
How It Works
- A new contact is created in Clio
- Zapier automatically adds that contact to ShareFile as a new client user
What You Need
- Clio account
- ShareFile account
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
- A new file is uploaded to ShareFile
- Zapier automatically creates a task in Clio
What You Need
- ShareFile account
- Clio account
It's easy to connect Clio + Citrix ShareFile and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new task is created.
Creates a new task.
Triggers when a new matter is created.
Creates a new matter.
Triggers when a new contact is created.
Creates a person contact.
Triggers when a new file is added to the chosen folder.
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
Triggers when a new document is created.
Creates a ShareFile user with the given information.
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