Upload new Clio communications as files in Dropbox
Activate this workflow to streamline your process: when a new communication is detected in Clio, the details are immediately captured and a corresponding file is uploaded to Dropbox. This not only ensures your legal practice's communications are securely stored and organized, but also saves time in manual record keeping. It's an effective automation between Clio and Dropbox that aids in maintaining accurate documentation.
- When this happens...New CommunicationTriggers when a new communication 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
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
- Organize new Clio activities by moving files to designated Dropbox folders







