How to connect Dropbox + Clio + Gmail
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Do even more with Dropbox + Clio + Gmail
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Dropbox, Clio, and Gmail. And don’t forget that you can add more apps and actions to create complex workflows.
- New FolderTriggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.Trigger
- New File in FolderTriggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.Trigger
- Create FolderCreates a brand new folder at the path you specify.Action
- Upload FileUpload an existing file or attachment not bigger than 100 MB.Action
- Move FileMoves a file to a new location at the path you specify.Action
- Create Text FileCreates a brand new text file from plain text content you specify.Action
- Create or Append to Text FileAdds a new line to an existing text file, or creates a file if it doesn't exist.Action
- Rename FileRenames a file that you specify.Action
- Dropbox
Creates a shared link for a file.
Scheduled
Action
- Dropbox
Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
- Dropbox
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
- Dropbox
Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account.
Scheduled
Action
- Clio
Triggers when a new activity is created.
Instant
Trigger
- Clio
Triggers when a new bill is created.
Instant
Trigger
- Clio
Triggers when the state of a bill has changed.
Instant
Trigger
- Clio
Triggers when a new calendar entry is created.
Instant
Trigger
- Clio
Triggers when a new communication is created.
Instant
Trigger
- Clio
Triggers when a new contact is created.
Instant
Trigger
- Clio
Triggers when a new document is created.
Scheduled
Trigger
- Clio
Triggers when a new matter is created.
Instant
Trigger
- Clio
Triggers when the status of a matter has changed.
Instant
Trigger
- Clio
Triggers when a new matter note is created.
Scheduled
Trigger
- Clio
Triggers when a new task is created.
Instant
Trigger
- Clio
Triggers when the status of a task has changed.
Instant
Trigger
- Clio
Assign a Task Template List.
Scheduled
Action
- Clio
Updates an existing company contact.
Scheduled
Action
- Clio
Creates a new calendar entry.
Scheduled
Action
- Clio
Creates a new communication.
Scheduled
Action
- Clio
Creates a company contact.
Scheduled
Action
- Clio
Creates a new expense entry.
Scheduled
Action
- Clio
Creates a new folder in a matter.
Scheduled
Action
- Clio
Creates a new matter.
Scheduled
Action
- Clio
Creates a new matter note.
Scheduled
Action
- Clio
Creates a person contact.
Scheduled
Action
- Clio
Creates a new task.
Scheduled
Action
- Clio
Creates a new time entry.
Scheduled
Action
- Clio
Updates an existing person contact.
Scheduled
Action
- Clio
Update an existing matter.
Scheduled
Action
- Clio
Updates a task.
Scheduled
Action
- Clio
Upload document to matter.
Scheduled
Action
- Clio
Finds a Bill by Client ID, Matter ID or Invoice number.
Scheduled
Action
- Clio
Find a Company Contact, by name, email or phone number.
Scheduled
Action
- Clio
Find newest contact by custom field.
Scheduled
Action
- Clio
Find a matter by number, display number, description, or client name.
Scheduled
Action
- Clio
Find newest matter by client email.
Scheduled
Action
- Clio
Find newest matter by custom field.
Scheduled
Action
- Clio
Find a person contact by first name, last name, email or phone number.
Scheduled
Action
- Clio
Find a user by name.
Scheduled
Action
- Clio
Find or Create Company Contact
Scheduled
Action
- Clio
Find or Create a Matter
Scheduled
Action
- Clio
Find or Create Person Contact
Scheduled
Action
- Gmail
Triggers when you receive a new attachment (triggers once per attachment).
Scheduled
Trigger
- Gmail
Triggers when you add a new label.
Scheduled
Trigger
- Gmail
Triggers when you label an email.
Scheduled
Trigger
- Gmail
Triggers when a new e-mail appears in the specified mailbox.
Scheduled
Trigger
- Gmail
Triggers when you receive a new email that matches a search string you provide.
Scheduled
Trigger
- Gmail
Triggers when you receive a new email and star it within two days.
Scheduled
Trigger
- Gmail
Triggers when a new thread starts.
Scheduled
Trigger
- Gmail
Add a label to an email message.
Scheduled
Action
- Gmail
Create (but do not send) a new email message.
Scheduled
Action
- Gmail
Create (but do not send) a draft of a reply to an existing email.
Scheduled
Action
- Gmail
Creates a new label.
Scheduled
Action
- Gmail
Create and send a new email message.
Scheduled
Action
- Gmail
Remove a label from an email message.
Scheduled
Action
- Gmail
Send a reply to an email message.
Scheduled
Action
- Gmail
Finds an email message.
Scheduled
Action
- Gmail
Finds or creates a specific message.
Scheduled
Action
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How Dropbox + Clio + Gmail Integrations Work
- Step 1: Authenticate Dropbox, Clio, and Gmail.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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