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Set up your first integration
Quickly connect Asana to Clio with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Asana with Clio - 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 "Completed Task" from Asana.
Add your action
An action happens after the trigger—such as "Assign Task Template List" in Clio.
You’re connected!
Zapier seamlessly connects Asana and Clio, 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.
- Workspace
- Project
Try ItTriggerPolling- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- ProjectRequired
- Task
- Workspace
Try ItTriggerPolling- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant
- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- New Tag Created
Triggered when you create a new tag.
Try ItTriggerPolling
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Practical ways you can use Asana and Clio
Translate tasks into client-specific matters
When a new task is created in Asana, Zapier can automatically create a corresponding matter in Clio. This streamlines how business owners manage client work and ensures that no key details are lost in communication.
Business Owner
Track task completions in project systems
When a task is marked complete in Asana, Zapier can create an activity in Clio to log task completion. This centralized record-logging saves time and helps IT teams focus on automation priorities instead of manual updates.
ITCreate project management tasks from legal activities
When a new activity is created in Clio, Zapier automatically generates a task in Asana for the project team. This cross-platform update ensures project managers are aligned with legal teams and track all actions related to the case.
Project ManagementLearn how to automate Asana on the Zapier blog
Frequently Asked Questions about Asana + Clio integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Asana and Clio
How can I integrate Asana with Clio using your platform?
To connect Asana with Clio, you'll need to set up a new Zap in our platform. The process involves selecting Asana as the trigger app and choosing an event, such as 'New Task'. Then, you pick Clio as the action app and select an event like 'Create Calendar Entry'. This sets up the automation you need.
What triggers are available when integrating Asana with Clio?
When integrating Asana with Clio, you can use triggers like 'New Task', 'Task Completed', or 'New Project' from Asana. These triggers can initiate various actions in Clio based on your setup.
What actions can be performed in Clio through the integration with Asana?
Through the integration, once a trigger from Asana is activated, actions such as 'Create Matter', 'Add Contact', or 'Create Calendar Entry' can be executed in Clio.
Do I need special permissions in either app to set up this integration?
Yes, setting up an integration between Asana and Clio requires proper permissions. You must have administrative privileges or sufficient access rights in both apps for authentication and data management.
Can I customize which task details from Asana populate in Clio when using this integration?
Absolutely. Our platform allows you to map specific fields from Asana to corresponding fields in Clio. You decide which details get transferred during the setup of your automation.
Is there a limit to how many tasks I can sync from Asana to Clio?
The number of tasks you can sync is primarily governed by your subscription plan limitations on our platform rather than a specific cap on task quantity itself.
How quickly do changes in Asana reflect in Clio through your integration?
Our system processes triggers typically within just a few minutes of the event occurring in Asana, so changes should appear rapidly in your connected Clio account.
