Create shared links in Dropbox for new contacts in Clio
Effortlessly streamline your client onboarding process with this Clio and Dropbox integration. When you add a new contact in Clio, this workflow will generate a shared link in Dropbox to help you quickly share important documents with your clients. Stay organized and efficient in managing your legal practice by simplifying the way you collaborate with clients.
Effortlessly streamline your client onboarding process with this Clio and Dropbox integration. When you add a new contact in Clio, this workflow will generate a shared link in Dropbox to help you quickly share important documents with your clients. Stay organized and efficient in managing your legal practice by simplifying the way you collaborate with clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Shared Link
Creates a shared link for a file.
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