Create tasks from templates in Asana when matter status updates in Clio
When a matter status gets updated in Clio, automatically create a task from a template in Asana. This integration helps you keep track of all updates in your legal practice, ensuring that for every status change in Clio, an appropriate task is created in Asana. This means you save time and stay efficient, as there is no longer the need to manually update your Asana account with every detail change in Clio.
- When this happens...Matter Status UpdatedTriggers when the status of a matter has changed.
- automatically do this!Create Task From TemplateCreates a new task in Asana from a selected template.
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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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- Update tasks in Clio when tasks are completed in Asana







