Create ShareFile folders from new Clio matters

First, we need to connect Clio and Citrix ShareFile to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Clio to Zapier.

  Give Zapier access to your Clio account, using Clio credentials.

• Connect Citrix ShareFile to Zapier.

  Give Zapier access to your Citrix ShareFile account, using Citrix ShareFile credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Clio

  Choose the following trigger: New Matter (Triggers when a new matter is created.).

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  Then set up an Action for Citrix ShareFile

  Choose this action: Create Folder (Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Clio and Citrix ShareFile.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create ShareFile folders from new Clio matters!