Clio + Todoist Integration

Integrate Clio to Todoist in one click, or tell Integrately AI how you want each matter handled. Create tasks, update projects, assign labels, and track every legal deadline automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist Instant
Arrow Right
2.
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist

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Ready Workflows Ready Workflows for Clio + Todoist Integration

Create tasks from new matters, organise projects, update task statuses, and track legal deliverables, all in just one click.

Most popular automationmost-popular-automations
  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your Clio + Todoist flow

Send notifications to your team, schedule calendar events, and log billing records once your tasks and matters are organised. Pick a combination and activate it in one click.

Clio
Todoist
+
GmailGmail (3)
+
Microsoft OutlookMicrosoft Outlook (3)
+
SlackSlack (3)
+
Google CalendarGoogle Calendar (3)
+
ClioClio (3)
+
QuickBooks OnlineQuickBooks Online (3)
C
G
T
Send an email in Gmail for every new Clio matter, and create a task in Todoist
Every new Clio matter triggers a notification email in Gmail and a tracking task in Todoist instantly.
T
G
C
Email clients via Gmail when a Todoist task is completed, and update Clio
Notify clients through Gmail and keep your Clio records current when Todoist tasks are finished.
C
G
T
Use ChatGPT to draft update emails in Gmail for Clio matters, and track them in Todoist
Generate intelligent client emails in Gmail for new Clio matters and organise follow-ups in Todoist.

Supported triggers and actions for Clio and Todoist

Mix and match to build the exact automation you need

Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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Update task in Clio
Modifies an existing task
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Create communication in Clio
Generates a new communication
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Create task in Clio
Generates a new task
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
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Todoist
Todoist Triggers & Actions
Task is created in Todoist
Triggers the automation when a new task is created
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Instant
Task is completed in Todoist
Triggers the automation when any task is completed
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Instant
Task is updated in Todoist
Triggers the automation when any task is updated
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Instant
Task is incompleted in Todoist
Triggers the automation when a task remains due past the due date
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Instant
Task is deleted in Todoist
Triggers the automation when a task is deleted
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Project is created in Todoist
Triggers the automation when a new project is created
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Label is created in Todoist
Triggers the automation when a new label is created
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Instant
Label is updated in Todoist
Triggers the automation when a label is updated
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Instant
Label is deleted in Todoist
Triggers the automation when any label is removed from the system
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Section is created in Todoist
Triggers the automation when a section is created
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Instant
Section is updated in Todoist
Triggers the automation when a section is updated
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Instant
Comment is added in Todoist
Triggers the automation when a comment is added
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Instant
Comment is updated in Todoist
Triggers the automation when a comment is updated
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Instant
Comment is deleted in Todoist
Triggers the automation when a comment is deleted
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Instant
Project is updated in Todoist
Triggers the automation when a project is updated
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Create task in Todoist
Creates a new task
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Add comment to task in Todoist
Adds a comment to a task
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Search task by name in Todoist
Searches for a task by name
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Mark task as completed in Todoist
Marks the task as completed
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Update task in Todoist
Updates the task with new information or changes
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Delete task in Todoist
Removes a particular task
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Create project in Todoist
Creates a new project
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Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
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Create label in Todoist
Generates a new label
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Create section in Todoist
Creates a new section
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Get project by Id in Todoist
Retrieves project information using the project id
Try it →

What can you automate with Clio + Todoist?

Connect your legal practice management to your task lists to sync matters, automate task creation, and track every client deliverable seamlessly.

What you can automate?
📋
Create Todoist tasks from new Clio matters automatically
Instantly generate actionable tasks in Todoist the moment a new client matter is registered in Clio. Eliminate manual transcription and start casework without delay.
🔍
Capture every detail from Clio matters into Todoist tasks
Map all matter descriptions, deadlines, and custom fields directly into your Todoist tasks. Ensure no critical case detail gets left behind.
🔔
Alert your team instantly when a new matter is logged
Send immediate notifications whenever Clio triggers a new matter creation event. Keep legal teams informed across all channels.
🔀
Route tasks differently based on matter type or custom fields
Establish conditional paths that assign high-priority matters to specific Todoist projects while standard matters route elsewhere.
🔄
Keep Todoist tasks updated when Clio matters change
Synchronise modifications made to Clio matter statuses and notes directly with existing Todoist tasks in real time.
🔎
Search and update existing tasks instead of creating duplicates
Perform intelligent lookups to update current Todoist tasks rather than cluttering your workspace with redundant entries.
Mark tasks as completed when matter statuses update in Clio
Reflect case milestones across platforms by automatically closing Todoist tasks when corresponding Clio matters progress.
💬
Send Slack notifications whenever a Clio task is completed in Todoist
Extend your legal automation pipeline by notifying team communication channels in Slack as soon as Todoist tasks are finished.
And much more...

Who is Clio + Todoist integration for?

Legal professionals, law firm partners, and practice managers streamline daily workflows, eliminate manual task copying, and keep every matter and deadline perfectly synchronised.

Practice Managers
Practice Managers
Managing Partners
Managing Partners
Legal Assistants
Legal Assistants
Paralegals
Paralegals
Associate Attorneys
Associate Attorneys
Compliance Officers
Compliance Officers
📈
Practice Managers
You're managing firm operations and task assignments, but your task lists only update when someone manually copies notes, so the progress counts you're reviewing are always a few hours behind — with this integration, every new matter creates firm tasks instantly and your workflow stays current.
⚖️
Managing Partners
You need to track billable work and client deadlines fast, and you find out too late when tasks stall — connecting these apps means every Clio update syncs to Todoist immediately, giving you clear visibility.
🏛️
Legal Assistants
You answer to lawyers and clients who want to see active matter progress, but tracking details across separate platforms leads to missed updates — automating both apps means every task completion reflects in Clio without manual data entry.
📋
Paralegals
The volume of incoming client matters is too high for anyone to keep up by hand, resulting in overlooked action items — automating both apps means every new task and project populates automatically.
👥
Associate Attorneys
You own the next legal step and depend on someone upstream to hand over documents and deadlines, but handoffs get lost — this integration means every Clio matter immediately generates the required Todoist actions.
📁
Compliance Officers
You need a reliable history of all firm tasks and matters, but keep finding gaps in your records because of manual entry — automating both apps means every action is logged accurately.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Clio + Todoist

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

1,500+ apps connected
1,500+ apps connected
Connect Clio + Todoist with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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😐
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in $19.99
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😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Clio to Todoist?
Frequently Asked Questions
You can connect Clio to Todoist in one click using ready-made templates on Integrately. Choose a template or ask Integrately AI to build your exact flow alongside apps like Gmail, Slack, and Microsoft Outlook.
Can I automatically create Todoist tasks when new Clio matters are added?
Frequently Asked Questions
Can I connect Clio, Todoist, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Todoist?
Frequently Asked Questions
How does Clio handle matter data during task creation?
Frequently Asked Questions
Can Todoist project updates sync back to Clio?
Frequently Asked Questions
Do I need coding skills to automate Clio and Todoist?
Frequently Asked Questions
Is the Clio and Todoist integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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