STEP 1
Connect Clio Manage and DaySmart Vet
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Clio Manage and DaySmart Vet Integration
Build support workflows between Clio Manage and DaySmart Vet on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Clio Manage and DaySmart Vet
Detailed info you need to know about Clio Manage and DaySmart Vet integrations in WEXTL. Explore which modules apps support and how you connect them.
Clio Manage
Manage matters, contacts, tasks, billing, documents, and calendars in Clio Manage legal practice management. [5]
DaySmart Vet
Cloud veterinary practice management for scheduling, records, and client communication. [6]
How to connect Clio Manage to DaySmart Vet
Set up your Clio Manage and DaySmart Vet integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and DaySmart Vet 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 Clio Manage and DaySmart Vet. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and DaySmart Vet work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and DaySmart Vet 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.
Clio Manage triggersDaySmart Vet actions
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.
DaySmart Vet modules
- Cancel a Wellness PlanCancels a wellness plan for a user or customer.
- Create a ClientCreates a client in the system.
- Create an AppointmentCreates an appointment in the specified calendar.
- Create a PatientCreates a new patient record in the system.
- Create a PaymentCreates a payment within the payment processing service.
- Create a Wellness PlanCreates a wellness plan based on specific criteria or preferences.
- Get a ClientRetrieves the information of a client from the service.
- Get an AppointmentRetrieves an appointment from the service based on specified criteria.
- Get an Inventory AdjustmentRetrieves details of a specific inventory adjustment.
- Get an Inventory ItemRetrieves information about a specific inventory item.
- Get an Inventory PurchaseRetrieves details of an inventory purchase by its ID.
- Get a PatientRetrieves information about a specific patient based on their ID or other identifiers.
- Get AppointmentsRetrieves scheduled appointments for a user or service.
- Get a Wellness PlanRetrieves a wellness plan based on specified criteria or user needs.
- Get ClientsRetrieves a list of clients from the service.
- Get ContactsRetrieves contacts from the service.
- Get Inventory AdjustmentsRetrieves inventory adjustments for a specified range or criteria.
- Get Inventory ItemsRetrieves inventory items from the specified source.
- Get Inventory PurchasesRetrieves inventory purchases from a specified source.
- Get InvoicesRetrieves invoices from a service.
- Get Medical NotesRetrieves medical notes from the service.
- Get PatientsRetrieves a list of patients from the database.
- Get PaymentsRetrieves payment details from the service.
- Get Staff MembersRetrieves information about staff members from the service.
- Get Time SheetsRetrieves time sheets from the service.
- Get Wellness PlansRetrieves wellness plans based on specific criteria.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ClientUpdates the information of an existing client in the service.
- Update an AppointmentUpdates an appointment with new details.
- Update an Appointment StatusUpdates the status of an appointment in the system.
- Update a PatientUpdates a patient's information in the system.
- Update a Wellness PlanUpdates a wellness plan for a specific user.
- Watch AppointmentsTriggers when a new appointment is scheduled.
- Watch ClientsTriggers when a new client is created or an existing client is updated.
- Watch InventoriesTriggers when there is a change in the inventory data.
- Watch Inventory AdjustmentsTriggers when an inventory adjustment is made.
- Watch Inventory PurchasesTriggers when an inventory purchase is made.
- Watch InvoicesTriggers when a new invoice is created or an existing invoice is updated.
- Watch Medical NotesTriggers when a new medical note is created.
- Watch PatientsTriggers when a new patient is added or updated.
- Watch PaymentsTriggers when a new payment is made.
- Watch StaffsTriggers when a new staff member is added or updated in the system.
- Watch Time SheetsTriggers when a new time sheet is created.
- Watch Wellness PlansTriggers when a wellness plan is added or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and DaySmart Vet integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Clio Manage and DaySmart Vet.
Connect your Clio Manage and DaySmart Vet 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 Clio Manage's "Watch Activities" fires, WEXTL can "Cancel a Wellness Plan" in DaySmart Vet. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); DaySmart Vet has 32 actions (including Cancel a Wellness Plan, Create a Client, and Create an Appointment). 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. Clio Manage-to-DaySmart Vet 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 Clio Manage (or DaySmart Vet) 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 Clio Manage + DaySmart Vet 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 Clio Manage and DaySmart Vet integration.
- Clio Manage and DaySmart Vet integration source code, module specs and credentials implementation.
- Our Clio Manage and DaySmart Vet integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and DaySmart Vet — 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.
- Clio Manage integration information
- DaySmart Vet integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library