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Clio + Trello

Clio + Trello

Clio + Trello integrations

Assign task template lists in Clio when new boards are created in Trello

Simplify your project coordination with this Trello and Clio connection. Whenever a new board is set up in Trello, a corresponding action is initiated in Clio instantly. This automation aids in the efficient management of projects across both platforms, bolstering productivity and ensuring that no tasks slip through the cracks.

  1. When this happens...
    New Board
    New Board
    New BoardTriggers when a new board is added.
  2. automatically do this!
    Assign Task Template List
    Assign Task Template List
    Assign Task Template ListAssign a Task Template List.
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More things you can do with Trello and Clio

Discover other triggers and actions you can use with Trello and Clio

  • Trello triggers, actions, and search
    New Board

    Triggers when a new board is added.

    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
    • Activity
      Required
    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
    Try It
    • Info
    • Board ID
    • Time Before
    • Time Before (Unit)
    • Status
    • Only cards where you're a member?
    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
    Try It
    • Board ID
    • Card ID
    Trigger
    Instant
    Try It
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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.
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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