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Clio + OneDrive

Create new OneDrive folders for each new activity in Clio

Easily manage your documents with this handy workflow. When there's new activity in your Clio app, a corresponding folder is promptly created in your OneDrive. Stay organized and efficient in tracking legal matters and court cases without the need for manual intervention. Enjoy streamlined document management with this seamless automation.

Easily manage your documents with this handy workflow. When there's new activity in your Clio app, a corresponding folder is promptly created in your OneDrive. Stay organized and efficient in tracking legal matters and court cases without the need for manual intervention. Enjoy streamlined document management with this seamless automation.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    OneDriveOneDrive
    Create Folder

    Creates a new folder.

    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
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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onedrive logo
onedrive logo

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

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