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Clio + Dropbox

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.

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.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    DropboxDropbox
    Upload File

    Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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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clio logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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dropbox logo
dropbox logo

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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