Clio and Box Integrations | Workload™ Automation

Clio and Box Integrations

Connect Clio to Box

Workload lets you integrate Clio with Box in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.

Integrate Clio + Box


If this happens in Clio...

Then do this action in Box!




GO!





How to Integrate Clio and Box



  • 1. Authenticate your Clio and Box accounts.

  • 2. Use one of the apps as a trigger to start the workflow.

  • 3. Choose one of the actions from the other app.

  • 4. Map the data fields you want to pass from one app to the other.

  • 5. If you get stuck, we’re here to help! Request help directly from the web application.


Integrate Clio and Box




Video Tutorial: Integrate Clio and Box Using Workload



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Supported Clio + Box Integrations

About Clio

Clio is the leading law practice management software with the most 5-star reviews and the only legal software with over 1,000 reviews on Capterra. Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere. Access and manage your work in one central system - with matters, contacts, billing, and everything you need in one place. Schedule a live demo to learn more. Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.


Related Categories

CRM (Customer Relationship Management)

Similar Clio Apps

Yes! Clio and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Clio through it’s OAuth2.0 connection.

Prices for Clio vary according to usage. For the most accurate pricing, visit https://clio.com/pricing for more details.

About Box

Box lets you keep all your businesses files in one place for simple online collaboration. Box lets you keep all your businesses files in one place for simple online collaboration.


Related Categories

File Management & Storage

Similar Box Apps

Yes! Box and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Box through it’s OAuth2.0 connection.

Prices for Box vary according to usage. For the most accurate pricing, visit https://box.com/pricing for more details.