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Set up your first integration
Quickly connect Clio to Trello with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Trello - no code necessary. See how you can get setup in minutes.
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.
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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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.
Business OwnerSync tasks from Trello to Clio.
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.
Project ManagementMonitor billing changes in Trello.
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.
Sales OpsLearn how to automate Trello on the Zapier blog
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.
