Clio
Trello
zapier

An automated workflow using zapier

Connects Clio + Trello

Create Trello cards for new matters in Clio

About this workflow template

This automation scenario allows you to connect Clio and Trello

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Clio and Trello can also be integrated using automation tools other than zapier:

Diagram

Create Trello cards for new matters in Clio
Workflow diagram: Clio + Trello integration

How it works?

When this trigger fires in Clio

Clio

New Matter in Clio

Triggers when a new matter is created.

Then this action happens in Trello

Trello

Create Card in Trello

Adds a new card on a specific board and list.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Trello cards for new matters in Clio.

Part I

Configure Applications

First, we need to connect Clio and Trello to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Clio to Zapier.

    Connect Clio to Zapier.

    Give Zapier access to your Clio account, using Clio credentials.

  • Connect Trello to Zapier.

    Connect Trello to Zapier.

    Give Zapier access to your Trello account, using Trello credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Clio

    Set up a Trigger action for Clio

    Choose the following trigger: New Matter (Triggers when a new matter is created.).

  • Then set up an Action for Trello

    Then set up an Action for Trello

    Choose this action: Create Card (Adds a new card on a specific board and list.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Clio and Trello.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create Trello cards for new matters in Clio!

Supported triggers and actions

  • Trello

    New card

    Triggers when a new card is added.

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    triggerbyzapierautomateiopabbly-connect
  • Trello

    Card moved to list

    Triggers when a Card is moved to a List in Trello, [inside the same Board](https://zapier.com/apps/trello/help#common-problems-trello#not-triggering-on-card-moved-to-list-when-a-card-is-moved-from-another-board).

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    triggerbyzapierautomateio
  • Trello

    New activity

    Triggers when there is activity in Trello.

    zapierautomateio
    triggerbyzapierautomateio
  • Trello

    New label added to card

    Triggers when a label is added in a Trello card.

    zapier
    triggerbyzapier
  • Trello

    Watch cards

    Triggers when a new card is added.

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    triggerbyintegromat
  • Trello

    New notification

    Triggers when you get a new notification in Trello.

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    triggerbyzapierautomateiopipedream
  • Clio

    Create person contact

    Creates a person contact.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Clio

    Create task

    Creates a new task.

    zapieralbato
    actionbyzapieralbato
  • Clio

    Create matter

    Creates a new matter.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Clio

    Create communication

    Creates a new communication.

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    actionbyzapieralbato
  • Clio

    Upload document to matter

    Upload document to matter.

    zapier
    actionbyzapier
  • Clio

    Find person contact

    Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

    zapieralbato
    actionbyzapieralbato

Apps you need

Trello

Trello

Task Management

A team collaboration tool that lets you manage projects and tasks

Trello is an easy-to-use collaboration tool that helps you organize your projects, no matter the size. With boards, lists, and cards, you can prioritize tasks and stay on top of everything from the big picture to the smallest details. Connect with your team in real-time and integrate with other key tools for seamless cross-team collaboration.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.