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Zapier makes it easy to integrate Clio with Trello - no code necessary. See how you can get setup in minutes.
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Clio
Clio
1. Choose trigger event
Trello
Trello
2. Choose action
1. Select the event
Setup
Test
Clio
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.
You’re connected!
Zapier seamlessly connects Clio and Trello, automating your workflow.
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.
Create a new record or update an existing record in your app.
Organization ID
Required
Name
Required
Description
Required
Permission Level
Allow Any Team Member to Join This Board?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
List ID
Card ID
Required
File Attachments
URL Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
From List ID
Card ID
Required
To Board ID
To List ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
List ID
Card ID
Required
Card Name
Card Description
Overwrite Description
Card Start Date
Card Due Date
Due Complete
Card Position
Card Closed
Cover Info
Card Color
Brightness
Attachment ID
URL
Size
Location Info
Coordinates
Address
Location
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
List ID
Card ID
Required
Checklist Name
Required
Checklist to Copy ID
Checklist Items
Checklist Position
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
List ID
Card ID
Required
Comment Text
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization ID
Required
Board ID
Required
Name
Required
Permission Level
Allow Any Team Member to Join This Board?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Label Name
Required
Color
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
List ID
Card ID
Required
Label ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
List Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Card ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Checklist ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Checklist ID
Required
Checklist Item ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
List ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization ID
Required
Board Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Trello Query String
Required
Organization ID
Cards Limit
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization ID
Required
Member_name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
List Name
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Organization ID
Required
Board Name
Required
Description
Required
Permission Level
Allow Any Team Member to Join This Board?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Clio and Trello with AI agents and code
Beyond Zap workflows. Call Clio and Trello actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Clio and Trello actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Assign Task Template List
Create Checklist Item in Card
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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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
Practical ways you can use Clio and Trello
Track client communications in Clio.
Stay on top of client interactions by logging them to Clio. When a new comment is added to a card in Trello, Zapier automatically creates a new communication entry in Clio. You can ensure no email or call goes unrecorded, tightening client management and legal case organization.
Ensure your legal project tasks are updated in your management system. Whenever a new task is created in Trello, Zapier adds it as a task to Clio. This allows for seamless project synchronization, saving hours of manual updating and reducing task duplication.
Keep the sales and legal teams aligned. When the state of a bill in Clio changes, Zapier creates a new card in Trello for real-time tracking. This keeps sales teams informed about billing activity, enabling timely updates and better client handling.
Level up your Clio to Trello integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Clio + Trello integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Trello
Can I trigger actions in Trello based on events in Clio?
Yes, you can create triggers in Clio that initiate actions in Trello. For example, when a new task is created in Clio, you can set up an automation to add a card to a specific Trello board and list. This allows you to synchronize task management across both platforms.
What types of Clio events can be used to trigger actions in Trello?
You can use several events from Clio as triggers for actions in Trello, such as the creation of new tasks, contacts, or matters. When these events occur in Clio, they can automatically prompt corresponding updates or additions to your Trello boards, streamlining your workflow.
Is it possible to update existing cards in Trello when changes are made in Clio?
Yes, when uspecified changes happen iour system doesn't directly support updating existing cards through direct integration. However, you can set up automations that replace old cards with updated ones if fields are modified.
How do I start integrating Clio with Trello?
To begin integrating Clio with Trello, you'll need to connect both accounts through our integration interface. You will authorize each platform and then set up workflows that define how and when data should be exchanged between the two applications.
Can we automate creating checklists on Trello from tasks added in Clio?
Yes, it’s possible to automate the creation of checklists on Trello by setting up specific rules. When a new task is added in Clio, you can define an action that adds detailed checklists within a card on your chosen board and list based on predefined criteria.
Are there any limitations when integrating Clio with Trello?
There might be limitations such as the number of automated tasks per month depending on your subscription plan. Additionally, not all fields from a new client entry or task might directly map between the two platforms without custom configuration.
How secure is the data transfer between Clio and Trello?
We ensure that data transferred between Clio and Trello is encrypted using industry-standard protocols. Your information remains private and secure during transfer across systems as part of our commitment to safeguarding customer data.
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.
