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Create Trello cards for new matters in Clio

  1. When this happensStep 1: New Matter

  2. Then do thisStep 2: Create Card

When you have a contact bring a new matter to you, you'll want to coordinate it with your project management tools. This integration helps by automatically creating cards in Trello when new matters are added for contacts in Clio. You and your team will be more organized and efficient going forward.

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Connect Clio + Trello in Minutes

It's easy to connect Clio + Trello and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Activity

Triggers when a new activity is created.

InstantBill State Updated

Triggers when the state of a bill has changed.

InstantNew Communication

Triggers when a new communication is created.

New Document

Triggers when a new document is created.

InstantMatter Status Updated

Triggers when the status of a matter has changed.

InstantNew Bill

Triggers when a new bill is created.

InstantNew Calendar Entry

Triggers when a new calendar entry is created.

InstantNew Contact

Triggers when a new contact is created.

InstantNew Matter

Triggers when a new matter is created.

New Matter Note

Triggers when a new matter note is created.