Clio + Citrix ShareFile Integrations
How to connect Clio + Citrix ShareFile
Zapier lets you send info between Clio and Citrix ShareFile automatically—no code required.
Popular Clio + Citrix ShareFile workflows
Create Citrix ShareFile folders from new Clio matters
Create Citrix ShareFile folders from new Clio mattersSave new Clio contacts to Citrix ShareFile as new client users
Save new Clio contacts to Citrix ShareFile as new client users
New ActivityTriggers when a new activity is created.Trigger- New BillTriggers when a new bill is created.Trigger
- Bill State UpdatedTriggers when the state of a bill has changed.Trigger
- New Calendar EntryTriggers when a new calendar entry is created.Trigger
- New CommunicationTriggers when a new communication is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New DocumentTriggers when a new document is created.Trigger
- New MatterTriggers when a new matter is created.Trigger
- Clio
Triggers when the status of a matter has changed.
Instant
Trigger
- Clio
Triggers when a new matter note is created.
Scheduled
Trigger
- Clio
Triggers when a new task is created.
Instant
Trigger
- Clio
Triggers when the status of a task has changed.
Instant
Trigger
- Clio
Assign a Task Template List.
Scheduled
Action
- Clio
Updates an existing company contact.
Scheduled
Action
- Clio
Creates a new calendar entry.
Scheduled
Action
- Clio
Creates a new communication.
Scheduled
Action
- Clio
Creates a company contact.
Scheduled
Action
- Clio
Creates a new expense entry.
Scheduled
Action
- Clio
Creates a new folder in a matter.
Scheduled
Action
- Clio
Creates a new matter.
Scheduled
Action
- Clio
Creates a new matter note.
Scheduled
Action
- Clio
Creates a person contact.
Scheduled
Action
- Clio
Creates a new task.
Scheduled
Action
- Clio
Creates a new time entry.
Scheduled
Action
- Clio
Updates an existing person contact.
Scheduled
Action
- Clio
Update an existing matter.
Scheduled
Action
- Clio
Updates a task.
Scheduled
Action
- Clio
Upload document to matter.
Scheduled
Action
- Clio
Finds a Bill by Client ID, Matter ID or Invoice number.
Scheduled
Action
- Clio
Find a Company Contact, by name, email or phone number.
Scheduled
Action
- Clio
Find newest contact by custom field.
Scheduled
Action
- Clio
Find a matter by number, display number, description, or client name.
Scheduled
Action
- Clio
Find newest matter by client email.
Scheduled
Action
- Clio
Find newest matter by custom field.
Scheduled
Action
- Clio
Find a person contact by first name, last name, email or phone number.
Scheduled
Action
- Clio
Find a user by name.
Scheduled
Action
- Clio
Find or Create Company Contact
Scheduled
Action
- Clio
Find or Create a Matter
Scheduled
Action
- Clio
Find or Create Person Contact
Scheduled
Action
- Citrix ShareFile
Triggers when a new client is created.
Scheduled
Trigger
- Citrix ShareFile
Triggers when a new file is added to the chosen folder.
Scheduled
Trigger
- Citrix ShareFile
Adds a note in the chosen folder.
Scheduled
Action
- Citrix ShareFile
Adds a URL in the chosen folder.
Scheduled
Action
- Citrix ShareFile
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
Scheduled
Action
- Citrix ShareFile
Creates a ShareFile user with the given information.
Scheduled
Action
- Citrix ShareFile
Allows user to upload a file to the selected folder.
Scheduled
Action
How Clio + Citrix ShareFile Integrations Work
- Step 1: Authenticate Clio and Citrix ShareFile.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Citrix ShareFile
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