Clio + Microsoft SharePoint
Create folders in Microsoft SharePoint for new matters in Clio
When a new matter comes up in Clio, it's essential to keep your files organized. This workflow ensures that a corresponding folder is created in Microsoft SharePoint immediately. Simplify your case handling by ensuring all related documents are in the appropriate folders, helping you stay organized and focused on the legal work. Save time and improve efficiency with this streamlined automation.
When a new matter comes up in Clio, it's essential to keep your files organized. This workflow ensures that a corresponding folder is created in Microsoft SharePoint immediately. Simplify your case handling by ensuring all related documents are in the appropriate folders, helping you stay organized and focused on the legal work. Save time and improve efficiency with this streamlined automation.
- When this happens...
New MatterTriggers when a new matter is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IDRequired
Task Template ListRequired
Notify AssigneesRequired
Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Description
Location
Starts at:Required
Ends at:Required
All Day Event
Send Email Notification
CalendarRequired
Contact Attendee
Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note SubjectRequired
Note DetailRequired
MatterRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Assignee
Notify Completion
Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Clio Contact ID #Required
Prefix
First name
Middle name
Last name
Title
Date of Birth
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Name
Description
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ClientRequired
Group
Client Reference
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSite
Document Library
Folder
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
Document LibraryRequired
Browse to Folder
File or FolderRequired
RecipientsRequired
Permission LevelRequired
Message
Require Sign In
Send Email Invitation
Expiration Date
Retain Inherited Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
Document LibraryRequired
Folder
File nameRequired
Text contentRequired
If file name exists
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
Site
ListRequired
List Item IDRequired
ETag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
SiteRequired
Document LibraryRequired
Folder
FileRequired
Export formatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
Document LibraryRequired
Browse to Folder
File to ReplaceRequired
FileRequired
New Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
Document Library
Folder
FileRequired
File name
If file name exists
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
Site
Document Library
Search For
Match By
Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
Site
Document Library
File or Folder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSiteRequired
Document LibraryRequired
File or FolderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSiteRequired
Page IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Clio Contact ID #Required
Company Name
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter
Date of Communication
SubjectRequired
BodyRequired
Type of CommunicationRequired
Type of Recipient
Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Category
Description
DateRequired
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Group
Client Reference
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Category
Description
DateRequired
Time
Price
Matter
Matter Note
User
Non-Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
Client
Client Reference
Matter Description
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Matter Id
Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type
Search ValueRequired
Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Source SiteRequired
Source Document LibraryRequired
File or Folder IDRequired
Destination SiteRequired
Destination Document LibraryRequired
Destination Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
List NameRequired
Description
List Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
TitleRequired
URL Name
Description
Page Layout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
Document LibraryRequired
Browse to Folder
File or Folder to ShareRequired
Permission
Who Can Access
Expiration Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
SiteRequired
Document LibraryRequired
Folder
File or Folder IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
SiteRequired
PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
SiteRequired
Document LibraryRequired
ItemRequired
Folder
New name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
Document LibraryRequired
Browse to Folder
File or FolderRequired
Email Address
Permission ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
ListRequired
List Item IDRequired
ETag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
ListRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Monitor URLRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
SiteRequired
Document LibraryRequired
FolderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSiteRequired
ListRequired
List Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSite
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Clio
Related categories
About Microsoft SharePoint
Related categories
Related Zap Templates
- Upload new Microsoft SharePoint files to Clio as documents
- Create Microsoft SharePoint pages for new Clio activities to streamline your information sharing
- Create and publish Microsoft SharePoint pages for new Clio contacts
- Create lists in Microsoft SharePoint from new activities in Clio
- Create folders in Microsoft SharePoint for new contacts in Clio