Clio + Egnyte

Create new Egnyte folders for every new matter in Clio

Stay organized and streamline your workflow with this seamless automation between the Clio app and Egnyte. When new matter gets entered in Clio, a corresponding folder gets instantly created in Egnyte. This ensures all your pertinent files are kept in one place, simplifying the process of retrieving documents related to any matter in your law firm. Save time and maintain order with this efficient workflow.

Stay organized and streamline your workflow with this seamless automation between the Clio app and Egnyte. When new matter gets entered in Clio, a corresponding folder gets instantly created in Egnyte. This ensures all your pertinent files are kept in one place, simplifying the process of retrieving documents related to any matter in your law firm. Save time and maintain order with this efficient workflow.

  1. When this happens...
    ClioClio
    New Matter

    Triggers when a new matter is created.

    TriggerInstant
  2. automatically do this!
    EgnyteEgnyte
    Create Folder

    Create a new folder in Egnyte workspace

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • 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
clio logo
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 more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
egnyte logo
egnyte logo

About Egnyte

Egnyte enables users to easily and securely share files on-premises and in the cloud. Egnyte’s award-winning platform integrates with any cloud, storage, device and business application to enable customers to optimize their collaboration environments through secure access, centralized control and unified visibility.
Learn more

Related categories

  • File Management & Storage