Clio + Dropbox integrations
Organize new Clio activities by moving files to designated Dropbox folders
Effortlessly manage your legal documents with this workflow that connects Clio and Dropbox. When a new activity occurs in Clio, this automation will move the associated file to the specified folder in Dropbox. With this seamless integration, you can keep your files organized and stay focused on your cases instead of file management tasks.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Move FileMoves a file to a new location at the path you specify.
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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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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
- Upload new Clio activities as files in Dropbox
- Create shared links in Dropbox for new contacts in Clio







