Clio + Trello

Update Trello cards when task status is updated in Clio

Enhance your task management efficiency with this intelligently designed workflow. Whenever there's a change in the status of a task in Clio, it immediately gets mirrored on the corresponding Trello card. This eliminates the need for any manual updates, freeing up your time and greatly enhancing productivity across both platforms. It's a handy solution to stay organized and streamline your processes.

Enhance your task management efficiency with this intelligently designed workflow. Whenever there's a change in the status of a task in Clio, it immediately gets mirrored on the corresponding Trello card. This eliminates the need for any manual updates, freeing up your time and greatly enhancing productivity across both platforms. It's a handy solution to stay organized and streamline your processes.

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

    Triggers when the status of a task has changed.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Update Card

    Update a card's name, description, due date, or position in list.

    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 more

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 more

Related categories

  • Project Management

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