Asana + Clio Integration

Q: Can I automatically create a Clio matter from an Asana task?

You can create a Clio matter automatically whenever a new task is created in Asana. Pick a ready automation template and activate it in 1 click, or customise the exact workflow with Integrately AI.

Q: Can I connect Asana, Clio, and Slack?

You can connect Asana, Clio, and Slack together in a multi-step automation. When a task or matter updates across your core pair, Slack instantly posts notifications to your legal team, alongside connections with QuickBooks Online, Gmail, and 1,500+ other apps.

Q: What is a good Zapier alternative for Asana and Clio?

Most alternatives charge high fees for multi-step flows, but Integrately offers 20 million+ ready automations, 24/5 live chat support, and 3x to 10x lower cost for your Asana and Clio integration.

Q: How do task updates in Asana sync with Clio?

Task updates in Asana can automatically update matching records in Clio using 1-click automations on Integrately. There is a ready template available — start from the Asana and Clio integration.

Q: Can Clio bill state changes trigger Asana updates?

Clio bill state changes can automatically trigger task updates and milestone completions in Asana using 1-click automations on Integrately. There is a ready template — start from the Asana and Clio integration.

Q: Is coding required to set up Asana and Clio automations?

No coding is required to connect Asana and Clio. You can use ready automation templates or ask Integrately AI to build the integration for your firm.

Q: Is the Asana and Clio integration free?

The Asana and Clio integration includes a free tier on Integrately, with access to ready automation templates and live support.

Integrate Asana to Clio in one click, or tell Integrately AI how you want each task handled. Keep legal matters and project boards perfectly aligned, track client work, update statuses, and log billable activities automatically.

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Tag is added to task in Asana
Task is created in Asana
Task is created in project in Asana
Task is completed in Asana
Task is updated in project in Asana
Subtask is added in Asana
Task is updated in Asana
Project is created in Asana
Stories is added on task in Asana
Team is created in Asana
Tag is created in Asana
User is created in Asana
Workspace/Organization is created in Asana
Particular task field is updated in Asana Instant
Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state is updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio

Create task in Asana
Update task in Asana
Search task in Asana
Get Task by ID in Asana
Duplicate a task in Asana
Search task in project in Asana
Add comment to task in Asana
Create subtask in Asana
Add task to section of project in Asana
Add task to project in Asana
Add tag to task in Asana
Remove project from task in Asana
Add user to team in Asana
Create project section in Asana
Remove user from team in Asana
Update project in Asana
Move project section in Asana
Create project status in Asana
Update tag in Asana
Set task dependencies in Asana
Set task dependents in Asana
Add followers to task in Asana
Set the parent of task in Asana
Attach file in Asana
Search project in Asana
Duplicate a project in Asana
Create project from template in Asana
Search user in Asana
Create tag in Asana
Search tag in Asana
Create a time tracking entry for task in Asana
Create a story in Asana
Get task comments by task Id in Asana
Get attachment by ID in Asana
Create task in Clio
Search task by name in Clio
Create communication in Clio
Assign task template list to matter in Clio
Upload document in Clio
Update task in Clio
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio

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Ready Workflows for Asana + Clio Integration

Create matters from new tasks, sync updates across platforms, log activities, notify your team, and track billable work, all in just one click.

When Task is updated in project in Asana > Check any condition > Create person contact in Clio

Asana + Clio Integration

Activate

When Task is updated in Asana > Check any condition > Create person contact in Clio

Asana + Clio Integration

Activate

Create Clio task for new Asana task

Asana + Clio Integration

Activate

Create Clio contact for new Asana task

Asana + Clio Integration

Activate

Create Asana task for new Clio contact

Clio and Asana are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Clio, do you also create a task in Asana? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Activate

Create Asana task for new Clio event

In today's fast paced and ever-connected world, it's more important than ever to keep organized. One great way to stay on top of things is to use a task management system like Asana with your Clio.

This way, you can easily create task for yourself when event are created in your Clio. For example, if you have a meeting scheduled for 9am, you can create a task that will show up in your Asana dashboard at 9am on the day of the meeting.

By using this automation, you'll be able to make the most out of your time and avoid overlap or missed deadlines. Give it a try!

Activate

Create Asana task for new Clio task

Clio provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Clio. Asana is a great tool for this.

All you need to do is - integrate Asana with Clio to create task in Asana automatically when certain task occur in Clio. This can save you time by not having to manually create tasks in both systems.

Activate

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Asana + Clio flow

Connect more tools to manage documents, send client updates, and handle billing alongside your legal workflows. Pick a combination and activate it in one click.

Google Drive (8)

Slack (8)

QuickBooks Online (8)

Gmail (8)

DocuSign (8)

Calendly (8)

Upload matter documents to Google Drive when a Clio matter is created, and create a corresponding project in Asana

Matter documents land in Google Drive and create an Asana project instantly, eliminating manual file organisation and setup.

Create a Google Drive folder for every new Asana task, and update the matching record in Clio

New Asana tasks automatically generate a Google Drive folder and update Clio records without manual administration.

Save every new Clio document in Google Drive, and add a comment to the related task in Asana

Clio documents sync to Google Drive while adding a reference comment to Asana tasks automatically.

Create a Google Drive folder when an Asana task is updated, and log a communication in Clio

Updated Asana tasks trigger Google Drive folder creation and log a communication record in Clio instantly.

If a Clio matter is corporate, create a dedicated Google Drive folder and set up an Asana project

Corporate Clio matters automatically trigger a dedicated Google Drive folder and an Asana project setup.

Save invoice documents in Google Drive when Clio bill states update, and update the task in Asana

Paid or updated Clio bills save invoice PDFs to Google Drive and update task statuses in Asana automatically.

Use Claude to summarise every new Clio document, save the summary in Google Drive, and create a task in Asana

Claude summarises new Clio documents, saves the output in Google Drive, and assigns review tasks in Asana.

When a matter is created in Clio, create a Google Drive folder, set up an Asana project, and notify your legal team in Slack

New Clio matters provision Google Drive folders, create Asana projects, and alert your legal team on Slack.

Create a matter in Clio when an Asana task is created, and notify your legal team in Slack

New Asana tasks generate corresponding Clio matters and alert your Slack channel instantly.

Create an Asana task when a Clio contact is created, and alert your intake team on Slack

New Clio contacts generate follow-up Asana tasks and notify your intake channel on Slack.

When a Clio matter status is updated, update the Asana task and post the change in Slack

Clio matter status updates sync to Asana tasks and broadcast to your Slack channel automatically.

Create a Clio task for every Asana task marked for review, and confirm it in Slack

Review-ready Asana tasks generate Clio tasks and send confirmation updates to Slack.

If a Clio matter is marked high priority, create an urgent Asana task and alert the partner channel in Slack

High-priority Clio matters trigger urgent Asana tasks and notify partner channels on Slack.

When a Clio bill state is updated to paid, update the Asana task and post the milestone in Slack

Paid Clio bills update Asana project tasks and celebrate revenue milestones in Slack.

Use ChatGPT to summarise every new Clio communication, create an Asana follow-up task, and post the brief in Slack

ChatGPT summarises new Clio communications, creates Asana follow-up tasks, and shares briefs in Slack.

When a matter is created in Clio, create an Asana project, assign a task template, and announce the kickoff in Slack

New Clio matters initialise Asana projects with task templates and broadcast kickoff notices in Slack.

Create a customer in QuickBooks Online when a matter is created in Clio, and create a project in Asana

New Clio matters automatically generate QuickBooks Online customers and Asana project boards.

Create a QuickBooks Online invoice when a new bill is created in Clio, and add a tracking task in Asana

New Clio bills generate QuickBooks Online invoices and create tracking tasks in Asana automatically.

When a Clio bill state is updated to paid, update the QuickBooks Online invoice and complete the Asana task

Paid Clio bills update QuickBooks Online invoices and mark Asana collection tasks complete.

Create a QuickBooks Online invoice for every completed Asana task, and log the time entry in Clio

Completed Asana tasks generate QuickBooks Online invoices and log time entries in Clio.

If a Clio matter is billed hourly, create a recurring QuickBooks Online profile and set up Asana task dependencies

Hourly Clio matters trigger recurring QuickBooks Online billing setups and structured Asana dependencies.

When a QuickBooks Online payment is received, update the bill state in Clio and close the Asana task

QuickBooks Online payments update Clio bill states and close corresponding collection tasks in Asana.

Use Gemini to analyse QuickBooks Online expenses, create a time entry in Clio, and add a review task in Asana

Gemini analyses QuickBooks Online expenses, logs time entries in Clio, and creates review tasks in Asana.

When a new bill is created in Clio, create a QuickBooks Online invoice, set up an Asana project, and notify finance in Slack

New Clio bills generate QuickBooks Online invoices, establish Asana projects, and alert finance in Slack.

Send a welcome email via Gmail when a Clio contact is created, and create an onboarding task in Asana

New Clio contacts trigger automated Gmail welcome messages and onboarding tasks in Asana.

Send a status update via Gmail when an Asana task is updated, and create a communication in Clio

Updated Asana tasks send status emails via Gmail and log communications in Clio automatically.

When a Clio matter status is updated, send a notification email via Gmail and update the Asana task

Clio matter status changes trigger Gmail client notifications and update Asana tasks.

Create a Gmail draft for every Asana task assigned to a lawyer, and log a note in Clio

Lawyer-assigned Asana tasks generate Gmail drafts and record matter notes in Clio.

If a Clio communication is from a VIP client, send an urgent email via Gmail and create a high-priority Asana task

VIP client communications in Clio trigger priority Gmail outreach and urgent Asana tasks.

When a Clio bill state becomes overdue, send a reminder email via Gmail and update the Asana task

Overdue Clio bills trigger automated Gmail payment reminders and update Asana collection tasks.

Use Claude to draft client updates from Clio case notes, send them via Gmail, and create a follow-up task in Asana

Claude drafts client updates from Clio case notes, sends them via Gmail, and assigns Asana follow-ups.

When a matter is created in Clio, send a welcome email via Gmail, create an Asana project, and notify the team in Slack

New Clio matters trigger Gmail welcome emails, Asana project creation, and Slack team alerts.

Send an agreement via DocuSign when a matter is created in Clio, and create a tracking task in Asana

New Clio matters trigger DocuSign agreement requests and create tracking tasks in Asana.

Send a document for signature via DocuSign when an Asana task is created, and create a communication in Clio

New Asana tasks trigger DocuSign signature requests and log communication records in Clio.

When a DocuSign envelope is completed, update the matter in Clio and mark the Asana task as complete

Completed DocuSign envelopes update Clio matters and mark Asana signature tasks complete.

Create a DocuSign envelope for every Asana project created from a template, and log the contract in Clio

Templated Asana projects generate DocuSign envelopes and log contract records in Clio.

If a Clio matter requires an NDA, send the NDA via DocuSign and create a review task in Asana

NDA-required Clio matters trigger DocuSign agreements and assign review tasks in Asana.

When a DocuSign agreement is declined, update the matter status in Clio and create a follow-up task in Asana

Declined DocuSign agreements update Clio matter statuses and create Asana follow-up tasks.

Use ChatGPT to review signed DocuSign contracts, create matter notes in Clio, and set dependencies in Asana

ChatGPT reviews signed DocuSign contracts, creates Clio matter notes, and sets Asana dependencies.

When a DocuSign envelope is completed, update the matter in Clio, create an archive task in Asana, and notify the team in Slack

Completed DocuSign envelopes update Clio matters, create Asana archive tasks, and alert the team in Slack.

Create a contact in Clio when a Calendly booking is created, and create a consultation task in Asana

New Calendly bookings automatically generate Clio contacts and consultation tasks in Asana.

Schedule a follow-up via Calendly when an Asana task is created, and create a communication in Clio

New Asana tasks generate Calendly scheduling links and log communications in Clio.

When a Calendly event is rescheduled, update the calendar entry in Clio and update the Asana task

Rescheduled Calendly events update Clio calendar entries and adjust Asana task due dates.

Create a Calendly meeting link for every Asana task marked for client consultation, and log it in Clio

Consultation-ready Asana tasks generate Calendly meeting links and log reference notes in Clio.

If a Calendly invitee selects a retainer consultation, create a high-value matter in Clio and assign an Asana project

Retainer bookings in Calendly trigger high-value matter creation in Clio and Asana project assignment.

When a Calendly event is cancelled, update the matter status in Clio and close the Asana task

Cancelled Calendly events update Clio matter statuses and close corresponding Asana tasks.

Use Claude to summarise Calendly consultation notes, create a matter note in Clio, and assign action items in Asana

Claude summarises Calendly consultation notes, creates Clio matter notes, and assigns Asana action items.

When a Calendly booking is made, create a Clio contact, create an Asana task, and notify your scheduling team in Slack

New Calendly bookings generate Clio contacts, Asana tasks, and scheduling alerts in Slack.

Supported triggers and actions for Asana and Clio

Mix and match to build the exact automation you need

Asana Triggers & Actions

Tag is added to task in Asana

Triggers the automation when a tag is added

Asana + Clio Integration

Integrate Asana to Clio in one click, or tell Integrately AI how you want each task handled. Keep legal matters and project boards perfectly aligned, track client work, update statuses, and log billable activities automatically.

Trusted by experts at...

Ready Workflows for Asana + Clio Integration

Create matters from new tasks, sync updates across platforms, log activities, notify your team, and track billable work, all in just one click.

When Task is updated in project in Asana > Check any condition > Create person contact in Clio

When Task is updated in Asana > Check any condition > Create person contact in Clio

Create Clio task for new Asana task

Create Clio contact for new Asana task

Create Asana task for new Clio contact

Create Asana task for new Clio event

Create Asana task for new Clio task

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Asana + Clio flow

Connect more tools to manage documents, send client updates, and handle billing alongside your legal workflows. Pick a combination and activate it in one click.

Supported triggers and actions for Asana and Clio

Mix and match to build the exact automation you need

What can you automate with Asana + Clio?

Streamline your legal practice by connecting Clio case management with Asana project boards for seamless task tracking and billing.

Who is Asana + Clio integration for?

Connecting Asana and Clio helps legal teams, practice managers, and administrative staff eliminate manual data entry, keep case boards aligned, and track billable work efficiently.

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Why choose Integrately to automate Asana + Clio

Build and manage your Asana + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

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