Connect Asana and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
New Story Added
Task Completed
New Tag Created
New Comment Added
New Project Created
Choose an Action
Automatically do this!
Create or Update Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create New Folder
Find Or Create Matter
Create Contact
Create Matter
Update Matter
Create Time Entry
Update Company Contact
Create Expense Entry
Create Communication
Find or Create Person Contact
Create Task Template List
List All Communications
List Documents
List Matters
List All Tasks
List All Users
List All Groups
Find Clients for Matter
Create Reminder
Ready to use Asana and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Runs when a new task is created in your project.
New Story Added
Runs when a new story is added to a task.
Task Completed
Runs when a task in a project is marked as completed, excluding subtasks.
New Tag Created
Runs when a new tag is created in your workspace
New Comment Added
Runs when a new comment is added to a task.
New Project Created
Runs when a new project is created in Asana.
Do thisActions
Action is the task that follows automatically within your Asana integrations.
Create Task or Subtask
Create a task or subtask
Assign Task to User
Assigns a task to a specific user.
Create Duplicate Task
Creates a copy of an existing Asana task, optionally including assignee, attachments, dates, subtasks, tags, and other selected fields.
Find Project
Finds an existing project.
Get Task Details
Gets details for a specific task or lists tasks by project, section, tag, or workspace.
Add Tag to Task
Adds one or more tags to the specified task in the selected workspace and project.
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Frequently Asked Questions
To start, connect both your Asana and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Asana triggers actions in Clio (or vice versa).
Absolutely. You can customize how Asana data is recorded in Clio. This includes choosing which data fields go into which fields of Clio, setting up custom formats, and filtering out unwanted information.
The data sync between Asana and Clio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Asana and Clio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Asana
Organize your work and boost your team's productivity with Asana. This easy-to-use app helps you manage tasks, projects, and deadlines all in one place.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
