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How to connect Asana and Clio
Create a New Scenario to Connect Asana and Clio
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Asana, triggered by another scenario, or executed manually (for testing purposes). In most cases, Asana or Clio will be your first step. To do this, click "Choose an app," find Asana or Clio, and select the appropriate trigger to start the scenario.
Add the Asana Node
Select the Asana node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Asana node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
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Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the Asana and Clio Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Asana and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Asana, Clio, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Asana and Clio integration works as expected. Depending on your setup, data should flow between Asana and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Asana and Clio
Clio + Asana + Slack: When a new contact is added in Clio, a project is automatically created in Asana and a notification sent to the team in Slack.
Clio + Asana + Google Calendar: When a new task is created in Clio, create a corresponding task in Asana and add it to Google Calendar.
Asana and Clio integration alternatives
About Asana
Automate Asana task management inside Latenode workflows. Create projects, assign tasks, and update statuses based on triggers from other apps (like forms or CRMs). Keep project data synchronized across systems. Use Latenode's visual editor and code blocks for custom Asana logic without complex scripting.
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About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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See how Latenode works
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FAQ Asana and Clio
How can I connect my Asana account to Clio using Latenode?
To connect your Asana account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Asana and click on "Connect".
- Authenticate your Asana and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Asana tasks from new Clio matters?
Yes, you can! Latenode allows seamless automation of task creation in Asana from new Clio matters, keeping project management aligned. This saves time and reduces manual data entry, effortlessly.
What types of tasks can I perform by integrating Asana with Clio?
Integrating Asana with Clio allows you to perform various tasks, including:
- Creating Asana tasks when new matters are created in Clio.
- Updating Asana task statuses based on Clio matter progress.
- Syncing client information between Asana and Clio projects.
- Generating reports combining task data from Asana and Clio.
- Triggering custom notifications based on task or matter changes.
How do I map custom fields between Asana and Clio in Latenode?
Latenode’s visual editor makes custom field mapping intuitive. Use data transformations to align fields precisely, ensuring accurate information transfer between Asana and Clio.
Are there any limitations to the Asana and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require advanced configuration.
- Real-time synchronization depends on API availability and rate limits.
- Large data volumes may impact workflow execution time.
