Clio + Dropbox Integrations

How to connect Clio + Dropbox

Zapier lets you send info between Clio and Dropbox automatically—no code required.

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Popular Clio + Dropbox workflows

Our most popular Zap! arrow pointing down

Extract resume data with CandidateZip from new Dropbox files and create contacts in Daylite
Dropbox + CandidateZip Resume/Job Parser + Clio
More details
When this happens
Step 1: New File in Folder
Then do this
Step 2: Parse Resume Standard
Then do this
Step 3: Create Person Contact
See Zap details Try it
Extract resume data with CandidateZip from new Dropbox files and create contacts in Daylite
Extract resume data with CandidateZip from new Dropbox files and create contacts in Daylite
Dropbox + CandidateZip Resume/Job Parser + Clio

Do Even More with Clio + Dropbox

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Clio + Dropbox workflows do more for them.

Zapier users love adding CandidateZip Resume/Job Parser to their workflows
Extract resume data with CandidateZip from new Dropbox files and create contacts in Daylite
Extract resume data with CandidateZip from new Dropbox files and create contacts in Daylite
Try it
CandidateZip Resume/Job Parser + Clio + Dropbox + 1 more

Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Instant
New Bill
Triggers when a new bill is created.
Trigger
Instant
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
New Communication
Triggers when a new communication is created.
Trigger
Instant

New Contact
Triggers when a new contact is created.
Trigger
Instant
New Document
Triggers when a new document is created.
Trigger
Scheduled

New Matter
Triggers when a new matter is created.
Trigger
Instant

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
Dropbox
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Trigger
Dropbox
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Trigger
Dropbox
Creates a brand new folder at the path you specify.
Scheduled
Action
Dropbox
Upload an existing file or attachment not bigger than 100 MB.
Scheduled
Action
Dropbox
Moves a file to a new location at the path you specify.
Scheduled
Action
Dropbox
Creates a brand new text file from plain text content you specify.
Scheduled
Action
Dropbox
Adds a new line to an existing text file, or creates a file if it doesn't exist.
Scheduled
Action
Dropbox
Renames a file that you specify.
Scheduled
Action
Dropbox
Creates a shared link for a file.
Scheduled
Action
Dropbox
Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
Dropbox
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
Dropbox
Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account.
Scheduled
Action

How Clio + Dropbox Integrations Work

Step 1: Authenticate Clio and Dropbox.
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.

Connect apps

Connect Clio + Dropbox

Dropbox Tutorials

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.

Learn More

Related categories

CRM (Customer Relationship Management)

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Learn More