How To Integrate Trello With Clio

How To Integrate Trello With Clio

1. Create Accounts: Ensure you have active accounts on both Trello and Clio.
2. Access Trello: Log in to your Trello account.
3. Open Clio: Log in to your Clio account in a separate tab.
4. Use Zapier: Go to Zapier.com to create an integration (Zap) between Trello and Clio.
5. Select Trigger: Choose a Trello trigger, like "New Card" or "Card Moved."
6. Connect Trello: Authorize Zapier to access your Trello account.
7. Select Action: Choose an action in Clio, such as "Create Matter" or "Add Task."
8. Connect Clio: Authorize Zapier to access your Clio account.
9. Map Fields: Match Trello card details to Clio fields.
10. Test Integration: Run a test to ensure the integration works correctly.
11. Activate Zap: Turn on your Zap to start the integration.
12. Monitor Performance: Check both apps to ensure data is syncing as expected.