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Atomicwork and Clio Manage Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Connect Atomicwork and Clio Manage to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.

Integration guide
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Learn about Atomicwork and Clio Manage

Detailed info you need to know about Atomicwork and Clio Manage integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Atomicwork

    • Support
    • 4 triggers
    • 9 searches
    • 12 actions

    Create and manage service requests, changes, assets and access grants in Atomicwork. [5]

  • Clio Manage

    • Support
    • 25 triggers
    • 60 searches
    • 70 actions

    Manage matters, contacts, tasks, billing, documents, and calendars in Clio Manage legal practice management. [6]

How to connect Atomicwork to Clio Manage

Set up your Atomicwork and Clio Manage integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect Atomicwork and Clio Manage

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected Atomicwork and Clio Manage nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between Atomicwork and Clio Manage. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between Atomicwork and Clio Manage work in WEXTL?

WEXTL exposes actions and triggers for Atomicwork and Clio Manage that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

Atomicwork triggersClio Manage actions

Atomicwork modules

  • Add Workspace Member Adds workspace member.
  • Create a Grant Creates a grant.
  • Create a Policy Creates a policy.
  • Create a Problem Task Creates a problem task.
  • Create a Request Creates a request.
  • Create an Entitlement Creates an entitlement.
  • Create Change With File Uploads Creates a change with file upload.
  • Delete an Asset Deletes an asset.
  • Delete Workspace Member Deletes a workspace member.
  • Get a Problem Task Retrieves the details of a problem task.
  • Get an Asset Retrieves the details of an asset.
  • Get Change Retrieves the details of a change.
  • List Apps Returns a list of apps.
  • List Assets Returns a list of assets.
  • List Entitlements Returns a list of entitlements.
  • List Templates Returns a list of templates.
  • List Workspace Agent Group Members Returns a list of workspace agent group members.
  • List Workspace Agent Groups Returns a list of workspace agent groups.
  • Make an API Call Performs an arbitrary authorized API call to the Atomicwork API.
  • Revoke a Grant Revokes a grant.
  • Update a Grant Updates a grant.
  • Watch Apps Triggers when apps are added or changed.
  • Watch Templates Triggers when templates are added or changed.
  • Watch Workspace Agent Groups Triggers when workspace agent groups are added or changed.
  • Watch Workspace Agent Groups Members Triggers when workspace agent groups members are added or changed.

Clio Manage modules

  • Create a Bank Account Creates a new bank account in Clio.
  • Create a Bank Transaction Creates a new bank transaction in Clio.
  • Create a Calendar Creates a new calendar in Clio.
  • Create a Calendar Entry Creates a new calendar entry on a Clio calendar.
  • Create a Clio Payment Link Creates a new Clio Payments link that a client can use to pay.
  • Create a Communication Creates a new communication record, such as an email or call log, in Clio.
  • Create a Contact Creates a new person or company contact in Clio.
  • Create a Conversation Message Creates a new message in a Clio conversation.
  • Create a Document Creates a new document in Clio.
  • Create a Document Template Creates a new document template in Clio.
  • Create a Folder Creates a new folder in Clio under a parent folder, contact, or matter.
  • Create a Grant Creates a new grant in Clio.
  • Create a Group Creates a new user group in Clio.
  • Create a Matter Creates a new matter for a client in Clio.
  • Create a Medical Records Detail Creates a new medical records detail for a matter in Clio.
  • Create a Note Creates a new note on a matter or contact in Clio.
  • Create a Reminder Creates a new reminder in Clio.
  • Create a Task Creates a new task assigned to a user in Clio.
  • Create a Task Template Creates a new task template in Clio.
  • Create an Activity Creates a new time or expense activity entry in Clio.
  • Create an Activity Description Creates a new activity description in Clio.
  • Create an Activity Rate Creates a new activity rate in Clio.
  • Create an Expense Category Creates a new expense category in Clio.
  • Delete a Bank Account Deletes a bank account from Clio by its ID.
  • Delete a Bank Transaction Deletes a bank transaction from Clio by its ID.
  • Delete a Bill Deletes or voids a bill in Clio by its ID.
  • Delete a Calendar Deletes a calendar from Clio by its ID.
  • Delete a Calendar Entry Deletes a calendar entry from Clio by its ID.
  • Delete a Communication Deletes a communication from Clio by its ID.
  • Delete a Contact Deletes a contact from Clio by its ID.
  • Delete a Document Deletes a document from Clio by its ID.
  • Delete a Document Template Deletes a document template from Clio by its ID.
  • Delete a Folder Deletes a folder from Clio by its ID.
  • Delete a Grant Deletes a grant from Clio by its ID.
  • Delete a Group Deletes a user group from Clio by its ID.
  • Delete a Matter Deletes a matter from Clio by its ID.
  • Delete a Medical Records Detail Deletes a medical records detail from Clio by its ID.
  • Delete a Note Deletes a matter or contact note from Clio by its ID.
  • Delete a Reminder Deletes a reminder from Clio by its ID.
  • Delete a Task Deletes a task from Clio by its ID.
  • Delete a Task Template Deletes a task template from Clio by its ID.
  • Delete an Activity Deletes an activity from Clio by its ID.
  • Delete an Activity Description Deletes an activity description from Clio by its ID.
  • Delete an Activity Rate Deletes an activity rate from Clio by its ID.
  • Delete an Expense Category Deletes an expense category from Clio by its ID.
  • Get a Bank Account Retrieves a single bank account from Clio by its ID.
  • Get a Bank Transaction Retrieves a single bank transaction from Clio by its ID.
  • Get a Bank Transfer Retrieves a single bank transfer from Clio by its ID.
  • Get a Bill Retrieves a single bill from Clio by its ID.
  • Get a Calendar Retrieves a single calendar from Clio by its ID.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Atomicwork and Clio Manage integrations. Pick any from the list below if the current combination isn't the one you need.

Automate Atomicwork and Clio Manage on WEXTL®

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Frequently asked questions

Common questions about connecting Atomicwork and Clio Manage.

How do I connect Atomicwork and Clio Manage?

Connect your Atomicwork and Clio Manage accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]

What can I automate between Atomicwork and Clio Manage?

Example: when Atomicwork's "Watch Apps" fires, WEXTL can "Create a Bank Account" in Clio Manage. Atomicwork has 4 triggers (including Watch Apps, Watch Templates, and Watch Workspace Agent Groups); Clio Manage has 130 actions (including Create a Bank Account, Create a Bank Transaction, and Create a Calendar). Add filters and transforms between steps when you need them. [1]

Can Atomicwork trigger actions in Clio Manage, and Clio Manage in Atomicwork?

Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]

Do I need to write code to integrate Atomicwork and Clio Manage?

No. Atomicwork-to-Clio Manage automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Atomicwork integrate with Clio Manage in real time?

Yes. Trigger-based automations start the moment Atomicwork (or Clio Manage) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Atomicwork + Clio Manage integration?

A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.

Do I need a paid plan to connect Atomicwork with Clio Manage?

You can build your Atomicwork + Clio Manage automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]

References

List of sources used to gather information about the Atomicwork and Clio Manage integration.

  1. Atomicwork and Clio Manage integration source code, module specs and credentials implementation.
  2. Our Atomicwork and Clio Manage integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Atomicwork and Clio Manage — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Atomicwork integration information
  6. Clio Manage integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Atomicwork and Clio Manage integration page documentation. Used sources, AI's role, and how the team validates the result.

Explore Atomicwork and Clio Manage, or get started