Clio + ShareFile
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.
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.
- When this happens...New File
Triggers when a new file is added to the chosen folder.
- automatically do this!Create Task
Creates a new task.
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New Client
Triggers when a new client is created.
Try ItFolderRequired
DescriptionRequired
Note NameRequired
Parent FolderRequired
NameRequired
Description
FolderRequired
FileRequired
FolderRequired
Try ItFolderRequired
URL NameRequired
UrlRequired
Description
EmailRequired
First NameRequired
Last NameRequired
Company
PasswordRequired
Can Reset PasswordRequired
Can View SettingsRequired
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
About Clio
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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout ShareFile
Securely send, store, and share files – plus discover document workflows designed to improve your client experience.