How to Integrate Trello with Clio
You can achieve this integration using automation tools like Zapier. Here’s a step-by-step guide
to set up this integration.
- Log in to Zapier, click on "Create," and then select "Zaps" to get started.
- Click "Trigger" to proceed.
- Search for "Trello" to set it as Trigger App.
- Choose a trigger event, such as "New Board," "New Card," etc.
- Sign in to your Trello account, grant Zapier access, and click "Continue."
- Click "Test trigger" to continue.
- Select a board, then click "Continue with selected record."
- Search and select "Clio" as the action app.
- Choose an event under Clio.
- Answer the prompt to allow Zapier to access your Clio Account, then click "Yes, Continue to Clio."
- Select "Allow Access" to connect with your Clio account.
- Login to your Clio account, then click "Continue."
- Complete and customize the required fields, then select "Continue."
- Click "Publish" to complete the integration.
By following these steps, you can integrate Trello with Clio using Zapier to enhance content management and productivity.