Create Asana projects from new Clio matters
Streamline your project management process with this efficient workflow. Whenever a new matter is created in Clio, a corresponding project will be initiated in Asana. This enables law firms to effortlessly manage their case files within Asana’s collaborative platform, thereby promoting organized tracking and enhanced productivity. Make the best use of your time by allowing this automation to take care of repetitive tasks.
- When this happens...New MatterTriggers when a new matter is created.
- automatically do this!Create ProjectTriggered when you add a new project.
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More things you can do with Clio and Asana
Discover other triggers and actions you can use with Clio and Asana
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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- Create tasks from templates in Asana when matter status updates in Clio







