Create folders in ShareFile for new contacts from Clio
Effortlessly organize your client documents with this Clio and ShareFile automation. With this workflow, whenever you add a new contact in Clio, a corresponding folder will be created in ShareFile, helping you maintain a structured storage system for all your contacts' files. Save time and enhance efficiency by streamlining your document management process.
Effortlessly organize your client documents with this Clio and ShareFile automation. With this workflow, whenever you add a new contact in Clio, a corresponding folder will be created in ShareFile, helping you maintain a structured storage system for all your contacts' files. Save time and enhance efficiency by streamlining your document management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
- Free forever for core features
- 14 day trial for premium features & apps