Connect Clio and Trello to Build Intelligent Automations
Choose a Trigger
When this happens...
New Matter Created
New Activity
New Bill
New Calender Entry
New Communication
New Contact
New Document
Matter Status Updated
New Task Created
Task Status Updated
Activity Updated
Activity Deleted
Bill Updated
Bill Deleted
Calender Entry Updated
Calender Entry Deleted
Communication Updated
Communication Deleted
Contact Updated
Contact Deleted
Document Updated
Document Deleted
New Folder Created
Folder Updated
Folder Deleted
Matter Updated
Matter Deleted
Task Deleted
Choose an Action
Automatically do this!
Create Board
Create Trello Card
Update Card
Create Comment
Create List
Move Card to List
Add Checklist to Card
Add Attachments to a Card
Add Label to a card
Add Member to a Card
Create Checklist item in Card
Create Label
Find Member
Find Label on a Board
Find List on a Board
Find Checklist Item
Find Checklist
Find Board
Remove Label From Card
Delete Checklist in Card
Copy Board
Close Board
Archieve Card
Complete Checklist item in Card
List all Lists of a Board
Find Card
Find Cards in a List
Find Comments Using Card ID
Get Activities Of Card
Ready to use Clio and Trello automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Triggers when a new activity is created
New Bill
Triggers when a new bill is created
New Calender Entry
Triggers when a new calender entry is created
New Communication
Triggers when a new communication is created
New Contact
Triggers when a new contact is created
Do thisActions
Action is the task that follows automatically within your Clio integrations.
Create Or Update Task
Creates a new task or updates an existing task.
Update Person Contact
Updates an existing person contact.
Create Matter Note
Creates a new matter note.
Create Company Contact
Creates a company contact.
Create Calendar Entry
Creates a new calendar entry.
Create New Folder
Creates a new folder.
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Step by step guides to integrate Clio and Trello
Frequently Asked Questions
To start, connect both your Clio and Trello accounts to viaSocket. Once connected, you can set up a workflow where an event in Clio triggers actions in Trello (or vice versa).
Absolutely. You can customize how Clio data is recorded in Trello. This includes choosing which data fields go into which fields of Trello, setting up custom formats, and filtering out unwanted information.
The data sync between Clio and Trello 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 Clio and Trello. 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 Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn MoreAbout Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
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