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Clio + Zoho Projects

Create task lists in Zoho Projects from new activities in Clio

Streamline your project management by connecting Clio and Zoho Projects with this workflow. Whenever a new activity is added in Clio, a task list will be created in Zoho Projects, ensuring all important tasks are organized and accessible in one place. Save time and stay on top of your projects with this efficient automation.

Streamline your project management by connecting Clio and Zoho Projects with this workflow. Whenever a new activity is added in Clio, a task list will be created in Zoho Projects, ensuring all important tasks are organized and accessible in one place. Save time and stay on top of your projects with this efficient automation.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    Zoho ProjectsZoho Projects
    Create Task List

    Creates a new Task 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 Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    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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zoho-projects logo
zoho-projects logo

About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

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