How to connect Clio + Dropbox
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Popular Clio + Dropbox 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
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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 DaylitePremium
- 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
- 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.
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