Build dedicated customer folders for new deals
When a deal reaches a new stage in Clio, automatically create a dedicated folder in ShareFile to organize contracts, briefs, and client collateral.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Clio Explore Clio →
TriggersFires when a case or matter is opened or updated in Clio.
Fires when a new client lead is added in Clio.
Fires when a client invoice is issued in Clio.
Opens a new case or matter in Clio.
Adds a client, company or contact in Clio.
Logs billable time against a matter in Clio.
ShareFile Explore ShareFile →
TriggersFires when a new file is uploaded to ShareFile.
Fires when a file in ShareFile is shared with someone new.
Fires when a folder's contents change in ShareFile.
Uploads a file to ShareFile.
Creates a new folder in ShareFile.
Shares a file from ShareFile with a link or user.
More Clio + ShareFile workflows
Log client file updates directly to pipeline activities
When a client uploads a new document in ShareFile, automatically log an activity note on the matching account in Clio so account managers stay informed.
See details
Store signed proposals when deals are won
When a sales representative marks a deal won in Clio, automatically share the corresponding onboarding folder in ShareFile with the customer success team.
See details
See all Clio + ShareFile integrations → · Browse the full workflow library →
Common questions
Can Knit build “Build dedicated customer folders for new deals” between Clio and ShareFile?
Yes — describe it in the box above and Knit's Integrations Agent researches Clio and ShareFile's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does integrating ShareFile with Clio streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in ShareFile directly to deal records in Clio, saving reps time and keeping files organized.
Can changes in customer details in Clio update our file storage in ShareFile?
Yes, when deal stages change or leads are created in Clio, project folders can be created or updated automatically in ShareFile.