Objective:
- Integrate with Project Management Application
- Connect Clio to Trello via Zapier
- How can I better automate my workflow?
Environment:
- Clio Manage
- Zapier
- Trello
Additional Information:
Tutorial - Using Zapier and Trello to Manage Tasks and be Agile
Answer:
Clio includes a Tasks List feature (for creating a set of Tasks that can be assigned in bulk to applicable matters) but for more advanced project management you can link Clio to Trello, using Zapier as an intermediary.