Connect Asana and Clio to unlock the power of automation

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Set up your first integration

Quickly connect Asana to Clio with a Zapier template.

Our most popular template

Create Asana projects from new Clio matters
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Clio + Asana
Create text files in Google Drive from new inbound device data in Fogwing
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Clio + Asana
Create new Clio tasks from Asana project tasks
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Asana + Clio
Create Asana stories when new Clio contacts are added
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Clio + Asana
Create tasks in Asana for new contacts in Clio
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Clio + Asana
Create Asana tasks for new Clio contacts within project sections
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Clio + Asana

Create Asana projects from new Clio matters

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Clio + Asana

Create text files in Google Drive from new inbound device data in Fogwing

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Clio + Asana

Create new Clio tasks from Asana project tasks

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Asana + Clio

Create Asana stories when new Clio contacts are added

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Clio + Asana

Create tasks in Asana for new contacts in Clio

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Clio + Asana

Create Asana tasks for new Clio contacts within project sections

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Clio + Asana

Create images in Switchboard Canvas from new files in Google Drive
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Clio + Asana
Create new Asana tasks every time new tasks are added in Clio
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Clio + Asana

How Zapier works

Zapier makes it easy to integrate Asana with Clio - no code necessary. See how you can get setup in minutes.

Select a trigger from Asana

A trigger is an event that starts your Zap and runs the workflow. For example, with Asana, a trigger could be "Completed Task."

A trigger is the event that kicks off your automated workflow.

Setup an action from Clio

An action is what takes place after the automation is triggered. For example, with Clio, the action could be "Assign Task Template List."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Asana to Clio

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Asana to Clio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Asana + Clio integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Asana and Clio

How can I integrate Asana with Clio using your platform?

To connect Asana with Clio, you'll need to set up a new Zap in our platform. The process involves selecting Asana as the trigger app and choosing an event, such as 'New Task'. Then, you pick Clio as the action app and select an event like 'Create Calendar Entry'. This sets up the automation you need.

What triggers are available when integrating Asana with Clio?

When integrating Asana with Clio, you can use triggers like 'New Task', 'Task Completed', or 'New Project' from Asana. These triggers can initiate various actions in Clio based on your setup.

What actions can be performed in Clio through the integration with Asana?

Through the integration, once a trigger from Asana is activated, actions such as 'Create Matter', 'Add Contact', or 'Create Calendar Entry' can be executed in Clio.

Do I need special permissions in either app to set up this integration?

Yes, setting up an integration between Asana and Clio requires proper permissions. You must have administrative privileges or sufficient access rights in both apps for authentication and data management.

Can I customize which task details from Asana populate in Clio when using this integration?

Absolutely. Our platform allows you to map specific fields from Asana to corresponding fields in Clio. You decide which details get transferred during the setup of your automation.

Is there a limit to how many tasks I can sync from Asana to Clio?

The number of tasks you can sync is primarily governed by your subscription plan limitations on our platform rather than a specific cap on task quantity itself.

How quickly do changes in Asana reflect in Clio through your integration?

Our system processes triggers typically within just a few minutes of the event occurring in Asana, so changes should appear rapidly in your connected Clio account.

Connect Asana and Clio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- Workspace
- Project
  Required
Trigger
Polling
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Project
  Required
- Task
- Workspace
Trigger
Polling
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It

- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
- Project
  Required
- Fields
- Disclaimer
Trigger
Instant
Try It

New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Polling
Try It
- Project
  Required
- Task
- File
  Required
Action
Write
- Workspace
- Project Template
  Required
- Name
  Required
- Privacy Setting
Action
Write
- Task ID
  Required
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Copy
- Workspace
- Project
  Required
- Task Template
  Required
- Name
  Required
Action
Write
- Workspace
- Project
  Required
- Task
- Text
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
- Project
  Required
- Name
  Required
Action
Search
- Task ID
  Required
Action
Search
- Email Address or ID
  Required
Action
Search
Get Tasks from Project
Retrieves a list of tasks associated with a specific project.
Action
Search
- Workspace
- Name
  Required
- Team
- Notes
Action
Search or write
- Task ID
  Required
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write
New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- Contact Type
Trigger
Instant
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New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Task ID
  Required
- Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
- Contact Type
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Description
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- Matter ID
  Required
- Client
  Required
- Client Reference
- Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Document
  Required
- Matter
Action
Write
- Invoice_number
- Matter ID
  Required
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Email Address or ID
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write

- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
Trigger
Instant
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Polling
Try It
- Workspace
- Project
  Required
- Section
  Required
Trigger
Instant
Try It
- Workspace
Trigger
Polling
Try It
- Workspace
Trigger
Polling
Try It
- Task ID
  Required
- Workspace
- Project
  Required
- Section
  Required
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
  Required
- Tag
- Name
  Required
- Fields
Action
Write
- Workspace
- Project
  Required
- Name
  Required
- Section to Insert After
- Section to Insert Before
Action
Write
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Workspace
- Team
- Name
  Required
- Notes
Action
Write
- Task ID
  Required
- Mark Task as complete?
- Mark Task as liked?
- Name
  Required
- Assignee
- Followers
- Tags
- Notes
- Is the description rich text?
- Custom_field_info
- Workspace
Action
Write
- Workspace
- Name
  Required
Action
Search
- Workspace
- Project
  Required
- Name
  Required
Action
Search
- Premium_user_help_text
- Workspace
- Project
  Required
- Text
  Required
- Is Subtask?
- Mark Task as complete?
- Sort_by
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Resource_subtype
- Custom_fields_help_text
Action
Search
Get Tasks from Project
Fetches a list of tasks associated with a specific project.
Action
Search
Get Tasks from Project
Retrieves a list of tasks associated with a specific project.
Action
Search
- Workspace
- Project
  Required
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write
- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
Action
Write
- Subject
  Required
- Note Detail
  Required
- Matter
- Date
  Required
Action
Write
- Name
  Required
- Description
- Type of Assignee
  Required
- Matter
- Due At
- Task Priority
- Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Task ID
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Name
  Required
- Description
- Type of Assignee
  Required
- Matter
- Due At
- Task Priority
- Status
- Notify Completion
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write

Learn how to automate Asana on the Zapier blog

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Similar apps

Google Tasks

Google, Task Management

Todoist

Task Management

Toodledo

Task Management

About Clio

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.

Learn moreLearn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Asana to Clio on the world's largest no-code automation platform

Explore Asana + Clio Integrations

redtailcrm

google-forms

Connect Asana and Clio to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create Asana projects from new Clio matters

Create text files in Google Drive from new inbound device data in Fogwing

Create new Clio tasks from Asana project tasks

Create Asana stories when new Clio contacts are added

Create tasks in Asana for new contacts in Clio

Create Asana tasks for new Clio contacts within project sections

Create Asana projects from new Clio matters

Create text files in Google Drive from new inbound device data in Fogwing

Create new Clio tasks from Asana project tasks

Create Asana stories when new Clio contacts are added

Create tasks in Asana for new contacts in Clio

Create Asana tasks for new Clio contacts within project sections

Create images in Switchboard Canvas from new files in Google Drive

Create new Asana tasks every time new tasks are added in Clio

How Zapier works

Select a trigger from Asana

Setup an action from Clio

That’s it! You just connected Asana to Clio

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Asana + Clio integrations

Connect Asana and Clio to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Asana on the Zapier blog

Asana automation: 7 ways to automate your workflows

How to create recurring tasks in Asana

How to turn Google Forms entries into tasks and projects

Connect Asana to Clio on the world's largest no-code automation platform

Explore Asana + Clio Integrations

Explore Asana + Clio Integrations