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Set up your first integration
Quickly connect Clio to ShareFile with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with ShareFile - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "Add Note" in ShareFile.
You’re connected!
Zapier seamlessly connects Clio and ShareFile, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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Connect Clio and ShareFile to integrate crucial parts of your business
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Frequently Asked Questions about Clio + ShareFile integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and ShareFile
What is required to set up the Clio and ShareFile integration?
To set up the Clio and ShareFile integration, you'll need accounts on both platforms and access to our integration tool. Once the accounts are ready, you can authenticate Clio and ShareFile within our system, allowing us to share data between the two. This setup typically involves selecting specific triggers in Clio that will lead to actions in ShareFile, such as automatically uploading documents after they are finalized in Clio.
How do triggers and actions work in the Clio-ShareFile integration?
Within the Clio-ShareFile integration, a trigger is an event that occurs in Clio which prompts an action to be performed in ShareFile. For example, when a new contact is created in Clio (trigger), a corresponding folder can be automatically created in ShareFile (action). We facilitate these seamless interactions through our platform's intuitive interface.
Can I customize the triggers and actions between Clio and ShareFile?
Yes, our integration service allows you to customize which triggers in Clio lead to specific actions in ShareFile. Depending on your workflow needs, you can set up multiple triggers such as document status updates or new task creations that result in corresponding actions like file uploads or folder management tasks within ShareFile.
Is there a way to automate file sharing between Clio and ShareFile?
Absolutely! You can automate file sharing by setting up triggers that automatically upload files from Clio into designated folders within ShareFile. For instance, once a case file is closed in Clio, we can configure it so that all associated documents are immediately copied over to ShareFile for storage or further collaboration.
What kind of support do you offer for troubleshooting issues with the integration?
Our team offers comprehensive support for any issues that may arise with your integration. Should you encounter any problems or require assistance configuring your triggers or actions between Clio and ShareFile, our support specialists are available via email or phone to help address your concerns quickly.
Can I integrate other tools with my existing Clio-ShareFile setup?
Yes, while integrating Clio with ShareFile forms a powerful combination by itself, our platform also supports connecting additional tools. You might choose to link other applications for broader data flows – like linking your email services or CRM system – enhancing overall functionality through complex workflows involving multiple services.
Are there any limitations I should be aware of when integrating Clio with ShareFile?
While the majority of features function seamlessly together once integrated, some limitations exist based on API restrictions of either platform. For instance, certain data types may not automatically transfer if not supported by one service's API capabilities. It is advisable to review these aspects during setup to ensure smooth operation of desired functions.
