Clio + Trello

Archive Trello cards when matter status is updated in Clio

Effortlessly keep your Trello board organized by archiving cards when a matter's status is updated in Clio. With this workflow, each time a matter status changes in Clio, the corresponding card in Trello will be archived, ensuring your project management remains clutter-free and up-to-date. No more manual archiving - let this automation do the work for you.

Effortlessly keep your Trello board organized by archiving cards when a matter's status is updated in Clio. With this workflow, each time a matter status changes in Clio, the corresponding card in Trello will be archived, ensuring your project management remains clutter-free and up-to-date. No more manual archiving - let this automation do the work for you.

  1. When this happens...
    ClioClio
    Matter Status Updated

    Triggers when the status of a matter has changed.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Archive Card

    Archives a card.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Document

    Triggers when a new document is created.

    Trigger
    Scheduled
    Try It
  • Clio triggers, actions, and search

    New Bill

    Triggers when a new bill is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Matter

    Triggers when a new matter is created.

    Trigger
    Instant
    Try It
clio logo
clio logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn moreHelp

Related categories

  • Project Management

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