Dropbox + Clio + Microsoft Teams Integrations
How to connect Dropbox + Clio + Microsoft Teams
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Do even more with Dropbox + Clio + Microsoft Teams
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 Microsoft Teams. 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
- Microsoft Teams
Triggers when a new channel is created within a team.
Scheduled
Trigger
- Microsoft Teams
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Triggers when a new message is received in a chat.
Scheduled
Trigger
- Microsoft Teams
Triggers when a new chat is created.
Scheduled
Trigger
- Microsoft Teams
Triggers when a new member is added to a team. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Triggers when a new message is posted in a channel. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Creates a new channel within a team. Requires installation of the
Scheduled
Action
- Microsoft Teams
Sends a message to a channel. Requires installation of the
Scheduled
Action
- Microsoft Teams
Sends a message in an existing chat.
Scheduled
Action
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How Dropbox + Clio + Microsoft Teams Integrations Work
- Step 1: Authenticate Dropbox, Clio, and Microsoft Teams.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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