Latenode
Clio

Automate Clio task sync to Trello for streamlined project management

This automation template allows users to automatically sync new tasks created in the legal practice management software Clio to a Trello board.

When a new task is created in Clio, a corresponding card will be automatically generated on a designated Trello board, enabling improved project tracking and management. This integration simplifies the workflow for legal professionals by keeping their task management centralized and streamlined across the two popular productivity tools.

Updated Apr 6, 2026Est. run: 26sEst. cost: $0.0703
How Latenode estimates time and cost

Latenode bills workflow runs in credits: 1 credit = 30 seconds of processing. Minimum charge per run depends on your plan. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.

Full pricing — how credits work →
Integrations & automation

Workflow preview

What this template does

  • Automatically creates Trello cards for new tasks in Clio
  • Keeps task management centralized across Clio and Trello
  • Improves project tracking and management for legal professionals
  • Streamlines workflow by integrating two popular productivity tools
  • Generates Trello cards with relevant task details from Clio

How it works

1
Trigger

Connect to Clio

The automation connects to the legal practice management software Clio to fetch any new tasks that have been created.

2
Logic

For each new Clio task

The automation processes each new task created in Clio, preparing the data to be used for creating a corresponding Trello card.

3
Action

Transform Clio task data

The automation transforms the Clio task data, extracting relevant information such as the task title, description, and any other metadata that will be used to create the Trello card.

4
Action

Create Trello card

The automation creates a new card on the designated Trello board, using the transformed Clio task data to populate the card's title, description, and any other relevant details.

Setup guide

1

Add Clio Credential

In the Latenode Credentials panel, add a new credential for Clio. Provide your Clio API credentials (API key and client secret).

2

Configure Clio Node

In the Latenode builder, add a Clio node. Select the Clio credential you added in the previous step. Configure the node to fetch new tasks from Clio.

3

Add Trello Credential

In the Latenode Credentials panel, add a new credential for Trello. Provide your Trello API key and token.

4

Configure Trello Node

In the Latenode builder, add a Trello node. Select the Trello credential you added in the previous step. Configure the node to create new cards on a specific Trello board and list.

5

Map Clio Task Data to Trello Card

In the Trello node settings, map the relevant Clio task data (e.g., title, description, due date) to the corresponding Trello card fields.

Requirements

Clio account with administrative access to create and manage tasks
Trello account with access to create boards, lists, and cards
Trello API key and token to authorize the integration with Trello
Latenode workspace with JavaScript and headless-browser nodes enabled to handle the integration logic

FAQ

Common questions about this template

Each run uses credits on your Latenode plan. We charge for processing time (1 credit = 30 seconds). Your actual cost depends on your plan and how long the run takes. See pricing plans for plans and how credits work.
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