When this happens...
Citrix ShareFileCreate Client User

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

  1. A new contact is created in Clio
  2. Zapier automatically adds that contact to ShareFile as a new client user

What You Need

  • Clio account
  • ShareFile account

Why Zapier?


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No coding required—automate any of 1,000+ apps in minutes.


Enterprise-level security—connect mission-critical apps.

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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Become a Zapier Integration Partner

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.

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