Clio Manage Integration

Manage matters, contacts, tasks, billing, documents, and calendars in Clio Manage legal practice management. Connect Clio Manage support activity to workflows that keep customer records and internal teams synchronized. Start with Watch Activities, then trigger Get a Bank Account or Get a Bank Transaction as issues move forward.

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Supported triggers and actions for Clio Manage integration

Triggers can detect changes in Clio Manage and run actions that can create, search or modify data inside Clio Manage automatically [3] — exactly how you set them.

Watch ActivitiesTriggers when a new activity is created in Clio.
Watch Bank AccountsTriggers when a new bank account is created in Clio.
Watch Bank TransactionsTriggers when a new bank transaction is created in Clio.
Watch BillsTriggers when a new bill is created in Clio.
Watch Calendar EntriesTriggers when a new calendar entry is created in Clio.
Watch CalendarsTriggers when a new calendar is created in Clio.
Watch Clio Payment LinksTriggers when a new Clio Payments link is created.
Watch CommunicationsTriggers when a new communication is created in Clio.
Watch ContactsTriggers when a new contact is created in Clio.
Watch Conversation MessagesTriggers when a new conversation message is created in Clio.
Watch ConversationsTriggers when a new conversation is created in Clio.
Watch DocumentsTriggers when a new document is created in Clio.
Watch Document TemplatesTriggers when a new document template is created in Clio.
Watch EventsTriggers instantly when a selected Clio model, such as a matter or contact, changes.
Watch FoldersTriggers when a new folder is created in Clio.
Watch GrantsTriggers when a new grant is created in Clio.
Watch GroupsTriggers when a user group is created or updated in Clio.
Watch Interest ChargesTriggers when a new interest charge is created in Clio.
Watch MattersTriggers when a new matter is created in Clio.
Watch Medical Record DetailsTriggers when a new medical records detail is created in Clio.
Watch NotesTriggers when a new note is created in Clio.
Watch RemindersTriggers when a new reminder is created in Clio.
Watch TasksTriggers when a new task is created in Clio.
Watch Task TemplatesTriggers when a new task template is created in Clio.
Watch UsersTriggers when a new user is added in Clio.
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.
Get a Calendar EntryRetrieves a single calendar entry from Clio by its ID.
Get a Clio Payment LinkRetrieves a single Clio Payments link by its ID.
Get a CommunicationRetrieves a single communication from Clio by its ID.
Get a ContactRetrieves a single contact from Clio by its ID.
Get a ConversationRetrieves a single conversation from Clio by its ID.
Get a Conversation MessageRetrieves a single conversation message from Clio by its ID.
Get a DocumentRetrieves a single document from Clio by its ID.
Get a Document TemplateRetrieves a single document template from Clio by its ID.
Get a FolderRetrieves a single folder from Clio by its ID.
Get a GrantRetrieves a single grant from Clio by its ID.
Get a GroupRetrieves a single user group from Clio by its ID.
Get a MatterRetrieves a single matter from Clio by its ID.
Get a Medical Records DetailRetrieves a single medical records detail from Clio by its ID.
Get an ActivityRetrieves a single activity from Clio by its ID.
Get an Activity DescriptionRetrieves a single activity description from Clio by its ID.
Get an Activity RateRetrieves a single activity rate from Clio by its ID.
Get an Expense CategoryRetrieves a single expense category from Clio by its ID.
Get a NoteRetrieves a single matter or contact note from Clio by its ID.
Get a ReminderRetrieves a single reminder from Clio by its ID.
Get a TaskRetrieves a single task from Clio by its ID.
Get a Task TemplateRetrieves a single task template from Clio by its ID.
Get a UserRetrieves a single Clio user by their ID.
Get Current UserRetrieves the Clio user that owns the connected account.
List ActivitiesSearches the activities in Clio and returns the matching entries.
List Activity DescriptionsSearches the activity descriptions in Clio and returns the matching entries.
List Activity RatesSearches the activity rates in Clio and returns the matching entries.
List Bank AccountsSearches the bank accounts in Clio and returns the matching entries.
List Bank TransactionsSearches the bank transactions in Clio and returns the matching entries.
List Billable ClientsSearches the clients with billable work in Clio and returns the matching entries.
List BillsSearches the bills in Clio and returns the matching entries.
List Bill ThemesSearches the bill themes in Clio and returns the matching entries.
List Calendar EntriesSearches the calendar entries in Clio and returns the matching entries.
List CalendarsSearches the calendars in Clio and returns the matching entries.
List Clio Payment LinksSearches the Clio Payments links and returns the matching entries.
List CommunicationsSearches the communications in Clio and returns the matching entries.
List Contact Email AddressesRetrieves the email addresses saved on a Clio contact.
List Contact Phone NumbersRetrieves the phone numbers saved on a Clio contact.
List ContactsSearches the contacts in Clio and returns the matching entries.
List Conversation MessagesRetrieves the messages in a Clio conversation.
List ConversationsSearches the conversations in Clio and returns the matching entries.
List DocumentsSearches the documents in Clio and returns the matching entries.
List Document TemplatesSearches the document templates in Clio and returns the matching entries.
List Expense CategoriesSearches the expense categories in Clio and returns the matching entries.
List FoldersRetrieves the contents of a Clio folder, matter, or contact.
List GrantsSearches the grants in Clio and returns the matching entries.
List GroupsSearches the user groups in Clio and returns the matching entries.
List Interest ChargesSearches the interest charges in Clio and returns the matching entries.
List MattersSearches the matters in Clio and returns the matching entries.
List Medical Record DetailsSearches the medical records details in Clio and returns the matching entries.
List NotesSearches the matter or contact notes in Clio and returns the matching entries.
List Outstanding Client BalancesSearches the outstanding client balances in Clio and returns the matching entries.
List RemindersSearches the reminders in Clio and returns the matching entries.
List TasksSearches the tasks in Clio and returns the matching entries.
List Task TemplatesSearches the task templates in Clio and returns the matching entries.
List UsersSearches the users in Clio and returns the matching entries.
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.
Make an API CallSends a custom authorized request to the Clio Manage API.
Update a Bank AccountUpdates an existing bank account in Clio by its ID.
Update a Bank TransactionUpdates an existing bank transaction in Clio by its ID.
Update a BillUpdates the properties of an existing bill in Clio by its ID.
Update a CalendarUpdates an existing calendar in Clio by its ID.
Update a Calendar EntryUpdates an existing calendar entry in Clio by its ID.
Update a Clio Payment LinkUpdates an existing Clio Payments link by its ID.
Update a CommunicationUpdates an existing communication in Clio by its ID.
Update a ContactUpdates an existing contact in Clio by its ID.
Update a ConversationUpdates an existing conversation in Clio by its ID.
Update a DocumentUpdates an existing document in Clio by its ID.
Update a Document TemplateUpdates an existing document template in Clio by its ID.
Update a FolderUpdates an existing folder in Clio by its ID.
Update a GrantUpdates an existing grant in Clio by its ID.
Update a GroupUpdates an existing user group in Clio by its ID.
Update a MatterUpdates an existing matter in Clio by its ID.
Update a Medical Records DetailUpdates an existing medical records detail in Clio by its ID.
Update an ActivityUpdates an existing activity in Clio by its ID.
Update an Activity DescriptionUpdates an existing activity description in Clio by its ID.
Update an Activity RateUpdates an existing activity rate in Clio by its ID.
Update an Expense CategoryUpdates an existing expense category in Clio by its ID.
Update a NoteUpdates an existing matter or contact note in Clio by its ID.
Update a ReminderUpdates an existing reminder in Clio by its ID.
Update a TaskUpdates an existing task in Clio by its ID.
Update a Task TemplateUpdates an existing task template in Clio by its ID.

How to integrate Clio Manage in automation workflow?

3 simple steps to make your Clio Manage connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Clio Manage in workflow

Pick Clio Manage app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Clio Manage

When prompted, authorize access to Clio Manage in WEXTL once. Clio Manage credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Clio Manage account. Approve?

STEP 3

Build a workflow

Build your workflow with Clio Manage yourself or with WEXTL® AI Builder. Connect Clio Manage to any available integrations [5], or use HTTP node to go beyond them.

Clio Manage

How Clio Manage connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Clio Manage app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Clio Manage supports.

Full Clio Manage API documentation

The following table illustrates what fields Clio Manage integration require during authorization flow inside our workflow builder [4].

Demonstration of Clio Manage connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Base URLRequired	select	Select the Clio production server for the applicable region.
Client IDRequired	text	Create a developer application in your Clio developer account (https://docs.developers.clio.com/api-docs/clio-manage/applications/), then copy the Key shown in the application settings. This is your client ID.
Client SecretRequired	password	In the same Clio developer application, copy the Secret shown in the application settings; this is your client secret.

Connect Clio Manage to popular apps on WEXTL

Enter a name of the other app you want to sync with Clio Manage below. Click on selected app to explore integration options with Clio Manage. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Clio Manage integration

Select Watch Document Templates trigger from Clio Manage - this will be a starting point in your automation. Whenever event happens in Clio Manage, workflow will start [7] from Watch Document Templates node.

Search for Create a Document, connect it as the next step of integration sequence. You can use filters between Watch Document Templates and Create a Document, so only important data pass from Watch Document Templates to the next step. WEXTL gives you full control over the process of Clio Manage automation. All parts of workflow are visible on the canvas [4].

Clio Manage on WEXTL has 155 modules for crafting support automations. Explore Clio Manage documentation for more.

Clio Manage

Watch Document Templates

Clio Grow

Performs action

Clio Grow

Triggers

Clio Manage

Create a Document

Demonstration of how visual Clio Manage automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Clio Manage in your workflows.

Clio Manage has 25 triggers, including "Watch Activities", "Watch Bank Accounts", and "Watch Bank Transactions", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 130 actions, including "Get a Bank Account", "Get a Bank Transaction", and "Get a Bank Transfer", and more. Refer to our Clio Manage Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Clio Manage integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Clio Manage official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Clio Manage provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Clio Manage or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Clio Manage inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Clio Manage modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

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

Clio Manage integration source code, module specs and credentials implementation.
Internal Clio Manage integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Clio Manage vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Clio Manage App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Clio Manage Integration

Supported triggers and actions for Clio Manage integration