![]() ![]() Call Completed Triggers when a call has been made to a Lead and the call completes. Make sure the number of files/folders in the watched folder does not exceed 4000. To learn more about the Dropbox integration with Clio, click here. This Zapier integration will immediately save every call recording to your Dropbox folder as soon as you finish the call so that you can always have them ready and available. Adds a new line to an existing text file, or creates a file if it doesnt exist. ![]() Warning: Do not move or rename the Clio folder or any of its subfolders. Client and Matter subfolders will be contained within the Clio folder. ![]() The initial sync between Clio and Dropbox can take up to 24 hours, but you will typically see information transfer within a few hours.Ī "Clio" folder will be created in your Dropbox. ![]() You can choose if you want to create folders in Dropbox for your open matters, open and pending or all. Now you can choose how you want your client matter folders to be created in Dropbox. You may be prompted to sign into Dropbox and authorize the integration. On the "Link Dropbox Account" screen, click the "Link Dropbox Account" button. Scroll down to the "Configure Dropbox" link under Available Document Sources. On the Documents settings screen, click the "Document Sources" sub-tab. To connect your existing Dropbox account to Clio Manage, the Primary Subscriber or the Account Administrator must go to the Clio "Settings" panel and click on " Documents" in the System column. There are also any number of note-taking, call-recording and sharing tools, some even linked to other mainstream cloud services such as Dropbox and Evernote. ![]()
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