Clio + Google Docs
Upload new Google Docs documents to matter in Clio
When a new document is created in Google Docs, streamline your legal workflow by instantly uploading this document to a specific matter in Clio. Perfect for law firms and small legal teams, this automation increases efficiency while ensuring every document is correctly filed and easily accessible within your Clio account.
When a new document is created in Google Docs, streamline your legal workflow by instantly uploading this document to a specific matter in Clio. Perfect for law firms and small legal teams, this automation increases efficiency while ensuring every document is correctly filed and easily accessible within your Clio account.
- When this happens...New Document
Triggers when a new document is added (inside any folder).
- automatically do this!Upload Document to Matter
Upload document to matter.
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New Document
Triggers when a new document is added (inside any folder).
Try ItDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
FileRequired
Specify Document Name
Drive
Folder
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Drive
Folder
Try ItDrive containing the template document
Folder containing the template document
Template DocumentRequired
New Document NameRequired
Drive
Folder for new Document
Sharing Preference
Unused Fields Preference
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
Document NameRequired
Document ContentRequired
Drive
Folder
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
Drive
Folder
Document NameRequired
