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.
Categories
Clio and Trello can also be integrated using automation tools other than zapier:
When this trigger fires in Clio
Triggers when a new matter is created.
Then this action happens in Trello
Adds a new card on a specific board and list.
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
First, we need to connect Clio and Trello to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Clio to Zapier.
Give Zapier access to your Clio account, using Clio credentials.
Connect Trello to Zapier.
Give Zapier access to your Trello account, using Trello credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Create Card (Adds a new card on a specific board and list.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Clio and Trello.
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!
Triggers when a new card is added.
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).
Triggers when there is activity in Trello.
Triggers when a label is added in a Trello card.
Triggers when a new card is added.
Triggers when you get a new notification in Trello.
Creates a person contact.
Creates a new task.
Creates a new matter.
Creates a new communication.
Upload document to matter.
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.
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 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.