STEP 1
Connect Classe365 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.
Classe365 and Clio Manage Integration
Connect Classe365 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.
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Learn about Classe365 and Clio Manage
Detailed info you need to know about Classe365 and Clio Manage integrations in WEXTL. Explore which modules apps support and how you connect them.
Classe365
Student information and school management system for admissions, academics, and administration. [5]
Clio Manage
Manage matters, contacts, tasks, billing, documents, and calendars in Clio Manage legal practice management. [6]
How to connect Classe365 to Clio Manage
Set up your Classe365 and Clio Manage integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Classe365 and Clio Manage nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Classe365 and Clio Manage. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Classe365 and Clio Manage work in WEXTL?
WEXTL exposes actions and triggers for Classe365 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.
Classe365 triggersClio Manage actions
Classe365 modules
- Create an InvoiceAllows the user to create an invoice using the API.
- Create a TaskAdds task data using the API.
- Create or Update a DepartmentAllows you to insert a new department or update an existing department in Classe365. Provide an ID for updates or omit it to insert a new department.
- Create or Update a StudentCreates a new student record in Classe365 or updates an existing one if the ID field is included in the request body. Supports optional base64 profile image and attachments.
- Create or Update a SubjectInserts a new subject or updates an existing subject in a section.
- Create or Update AttendanceAdds or updates attendance records for a specific class, section, subject, and date.
- Create/Update a ClassAllows you to insert a new class or update an existing class in the system.
- Create/Update an AgentAllows you to add agent data or update existing agent data.
- Create/Update a SectionAllows you to insert a new section or update an existing section for a class.
- Create/Update Assessment ScoreAdds or updates assessment scores for one or more students in a given assessment.
- Create/Update Form SubmissionAllows adding or updating form submission details through the API.
- Create/Update Teacher DataInserts a new teacher or updates an existing teacher in Classe365.
- Enroll a Student in a Class-SectionEnrolls a student into a class-section under a specific academic session.
- Enroll a Student in Elective SubjectsEnrolls or unassigns a student to or from elective subjects in a specific academic session.
- Get Academic Data for AllGets academic structure data for all classes, sections, and subjects together.
- Get Academic Data for a ParticularGets data for a particular department, class, section, or subject.
- Get Academic SessionsGets the data of all unlocked academic sessions.
- Get Account EntriesRetrieves ledger entries for a given account and optionally filters them by ledger, date, or entry number.
- Get Admin DataRetrieves a list of administrators to verify the connection and view admin info.
- Get Agent DataGets agent information using the API.
- Get AssessmentsRetrieves all assessments for a particular academic session from Classe365.
- Get a Student ScoreFetches the assessment scores for a specific student in a given academic session.
- Get a Subject ScoreFetches assessment scores for a specific subject in a given academic session.
- Get Attendance by DateReturns attendance data for all students on a specific date in Linear View (LV) format.
- Get Attendance by DateFetches attendance data for all students across all classes, sections, and sessions for a specific date.
- Get Attendance DataRetrieves attendance data for a specific academic session, class, section, and date, optionally filtered by subject and session.
- Get Attendance SettingsRetrieves the attendance settings for a given academic session.
- Get Fees DataRetrieves fees, invoices, and payments data from Classe365. You can get all fees or filter by a specific fee, invoice, or payment. Supports optional date filtering for invoices.
- Get Form Submission DetailsGets details of a particular form submission.
- Get InvoicesRetrieves invoice data from Classe365 based on optional filters such as fee ID, status, type, recurring flag, and date ranges. Supports pagination and returns JSON-formatted invoice records.
- Get Ledger Account DataAllows you to get ledger account data.
- Get Student AttributesRetrieves all student attribute fields and their configurations, such as name, type, required status, and visibility.
- Get Student DataRetrieves student information from Classe365 based on an academic session and optional filters such as student ID, admission number, or class.
- Get Student ScoresFetches the assessment scores for multiple students in a given academic session, with optional pagination.
- Get Submission DataGets submissions information using the API.
- Get Task DataRetrieves task information using the API.
- Get Teachers DataRetrieves teachers' data from Classe365.
- Get Total Student CountRetrieves the total number of students in the system for your organization.
- Make an API CallPerforms an arbitrary authorized API call.
- Update Student StatusUpdates the status of one or more students to active or alumni, accepting up to 20 students per request.
- Update Student Subject StatusUpdates the enrollment status of a student for a specific subject.
- Watch StudentsTriggers when new students are added to a selected academic session.
- Watch TeachersTriggers when new teachers are added to a selected session.
Clio Manage modules
- Create a Bank AccountCreates a new bank account in Clio.
- Create a Bank TransactionCreates a new bank transaction in Clio.
- Create a CalendarCreates a new calendar in Clio.
- Create a Calendar EntryCreates a new calendar entry on a Clio calendar.
- Create a Clio Payment LinkCreates a new Clio Payments link that a client can use to pay.
- Create a CommunicationCreates a new communication record, such as an email or call log, in Clio.
- Create a ContactCreates a new person or company contact in Clio.
- Create a Conversation MessageCreates a new message in a Clio conversation.
- Create a DocumentCreates a new document in Clio.
- Create a Document TemplateCreates a new document template in Clio.
- Create a FolderCreates a new folder in Clio under a parent folder, contact, or matter.
- Create a GrantCreates a new grant in Clio.
- Create a GroupCreates a new user group in Clio.
- Create a MatterCreates a new matter for a client in Clio.
- Create a Medical Records DetailCreates a new medical records detail for a matter in Clio.
- Create an ActivityCreates a new time or expense activity entry in Clio.
- Create an Activity DescriptionCreates a new activity description in Clio.
- Create an Activity RateCreates a new activity rate in Clio.
- Create an Expense CategoryCreates a new expense category in Clio.
- Create a NoteCreates a new note on a matter or contact in Clio.
- Create a ReminderCreates a new reminder in Clio.
- Create a TaskCreates a new task assigned to a user in Clio.
- Create a Task TemplateCreates a new task template in Clio.
- Delete a Bank AccountDeletes a bank account from Clio by its ID.
- Delete a Bank TransactionDeletes a bank transaction from Clio by its ID.
- Delete a BillDeletes or voids a bill in Clio by its ID.
- Delete a CalendarDeletes a calendar from Clio by its ID.
- Delete a Calendar EntryDeletes a calendar entry from Clio by its ID.
- Delete a CommunicationDeletes a communication from Clio by its ID.
- Delete a ContactDeletes a contact from Clio by its ID.
- Delete a DocumentDeletes a document from Clio by its ID.
- Delete a Document TemplateDeletes a document template from Clio by its ID.
- Delete a FolderDeletes a folder from Clio by its ID.
- Delete a GrantDeletes a grant from Clio by its ID.
- Delete a GroupDeletes a user group from Clio by its ID.
- Delete a MatterDeletes a matter from Clio by its ID.
- Delete a Medical Records DetailDeletes a medical records detail from Clio by its ID.
- Delete an ActivityDeletes an activity from Clio by its ID.
- Delete an Activity DescriptionDeletes an activity description from Clio by its ID.
- Delete an Activity RateDeletes an activity rate from Clio by its ID.
- Delete an Expense CategoryDeletes an expense category from Clio by its ID.
- Delete a NoteDeletes a matter or contact note from Clio by its ID.
- Delete a ReminderDeletes a reminder from Clio by its ID.
- Delete a TaskDeletes a task from Clio by its ID.
- Delete a Task TemplateDeletes a task template from Clio by its ID.
- Get a Bank AccountRetrieves a single bank account from Clio by its ID.
- Get a Bank TransactionRetrieves a single bank transaction from Clio by its ID.
- Get a Bank TransferRetrieves a single bank transfer from Clio by its ID.
- Get a BillRetrieves a single bill from Clio by its ID.
- Get a CalendarRetrieves a single calendar from Clio by its ID.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Classe365 and Clio Manage integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Classe365 and Clio Manage.
Connect your Classe365 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]
Example: when Classe365's "Watch Students" fires, WEXTL can "Create a Bank Account" in Clio Manage. Classe365 has 2 triggers (including Watch Students and Watch Teachers); 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]
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]
No. Classe365-to-Clio Manage automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Classe365 (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]
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.
You can build your Classe365 + 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 Classe365 and Clio Manage integration.
- Classe365 and Clio Manage integration source code, module specs and credentials implementation.
- Our Classe365 and Clio Manage integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Classe365 and Clio Manage — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Classe365 integration information
- Clio Manage integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library