Integrating Asana with Clio by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Asana and Clio
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Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.
About Clio
Clio offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting.
Integrations for ClioIt's easy to connect Asana + Clio without coding knowledge. Start creating your own business flow.
- Triggers
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Completed Task in ProjectTriggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.
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New Project
Triggered whenever you add a new project.
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New Story
Triggers on an addition of a new story.
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New Subtask
Triggers upon an addition of a new subtask.
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New Tag Created
Triggers every time you create a new tag.
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New Task in Project
Triggers whenever a new task is added to a project.
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New Task in Workspace
Triggers whenever a new task is added to a workspace.
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New Team
Triggered every time you add a new team.
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New User
Triggered once a new user is added.
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Tag Added to Task
Triggers every time you add a tag to a task.
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New ActivityTriggers when a new activity is Created.
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New ActivityDescription
Triggers when new ActivityDescription is created.
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New Bill
Triggers when a new Billis created.
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New Calendar Entry
Triggers when a new Calendar Entry is Created.
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New Communication
Triggers when a new Communication is added.
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New Contact
Triggers when a new Contact is created.
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New Document
Triggers when a new Document is added.
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New Expense Category
Triggers when a new Expense Category is created.
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New Folder
Triggers when a new Folder is created.
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New Matter
Triggers when a new Matter is created.
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New Task
Triggers when a new Task is created.
- Actions
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Create Project
Adds a new project.
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Create Story
Adds a new story (a comment is a story).
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Create Task
Adds a new task.
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Update Task
Updates an existing Task.
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Create Activity Description
Creates a new ActivityDescription.
How Asana & Clio Integrations Work
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Step 1: Choose Asana as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Clio as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Asana to Clio.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.