Clio + Dropbox integrations
Upload new Clio activities as files in Dropbox
Effortlessly keep track of new activities in Clio by uploading files directly to Dropbox with this seamless workflow. When there's a new activity in your Clio account, the associated file will be uploaded to a designated folder in your Dropbox account. Stay organized and ensure all important documents are saved in one central location for easy access and sharing.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Upload FileSearch for a specific file by name. 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
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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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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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Related Zap Templates
- Automatically upload new Clio documents to Dropbox as files
- Extract resume data with CandidateZip from new Dropbox files and create contacts in Daylite
- Create Dropbox folders for new Clio matters to streamline organization
- Organize new Clio activities by moving files to designated Dropbox folders
- Create shared links in Dropbox for new contacts in Clio







