How to Integrate Trello with Clio

Quick summary

This guide shows you how to integrate Trello with Clio using Zapier by creating an automated Zap that triggers on Trello events and performs actions in Clio. Once set up, the workflow eliminates manual data entry between your project management and legal practice management tools.

Steps

1. Log in to Zapier, click "Create," and select "Zaps" to begin building your automation.
2. Click "Trigger" to start configuring the trigger step of your Zap.
3. Search for "Trello" and select it as the Trigger App.
4. Choose a trigger event such as "New Board" or "New Card" to define what starts the automation.
5. Sign in to your Trello account, grant Zapier access, and click "Continue" to authenticate.
6. Click "Test trigger" to verify the Trello connection is working correctly.
7. Select a Trello board, then click "Continue with selected record" to use it as sample data.
8. Search for and select "Clio" as the action app in your Zap.
9. Choose an action event under Clio to define what happens when the trigger fires.
10. Authorize Zapier to access your Clio account by answering the prompt and clicking "Yes, Continue to Clio."
11. Click "Allow Access" to complete the OAuth connection with your Clio account.
12. Log in to your Clio account within Zapier and click "Continue" to confirm authentication.
13. Complete and customize the required action fields for Clio, then click "Continue."
14. Click "Publish" to activate the integration and complete the Trello–Clio Zap.