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Clio + Dropbox

Clio + Dropbox

Clio + Dropbox integrations

Create Dropbox folders for new Clio matters to streamline organization

Efficiently manage your new legal matters in Clio and organize your documents in Dropbox with this seamless workflow. When you create a new matter in Clio, a corresponding folder will be generated in Dropbox, ensuring that all relevant files are easily stored and accessed in one centralized location. This automation saves time and helps maintain consistent organization across both platforms.

  1. When this happens...
    New Matter
    New Matter
    New MatterTriggers when a new matter is created.
  2. automatically do this!
    Create Folder
    Create Folder
    Create FolderTriggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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More things you can do with Clio and Dropbox

Discover other triggers and actions you can use with Clio and Dropbox

  • Clio triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type
    Trigger
    Instant
    Try It
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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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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.
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