STEP 1
Connect Clio Manage and Dentally
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 Dentally Integration
Connect Clio Manage and Dentally 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 Clio Manage and Dentally
Detailed info you need to know about Clio Manage and Dentally 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]
How to connect Clio Manage to Dentally
Set up your Clio Manage and Dentally integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Dentally 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 Dentally. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Dentally work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Dentally 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 triggersDentally 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.
Dentally modules
- Create an AppointmentCreates an appointment in the scheduling system.
- Create a PaymentCreates a payment transaction.
- Delete an AppointmentDeletes an appointment from the system.
- Delete a PaymentDeletes a payment record from the system.
- Get an AppointmentRetrieves an appointment by specifying its details.
- Get an InvoiceRetrieves an invoice based on the provided ID or criteria.
- Get a PaymentRetrieves details of a specific payment.
- Get a RoomRetrieves information about a specific room based on given criteria.
- Get a SiteRetrieves a site from the service using its unique ID.
- Get a TreatmentRetrieves information about a specific treatment.
- Get a Treatment AppointmentRetrieves details of a treatment appointment from the system.
- Get a Treatment PlanRetrieves a treatment plan for a specified patient or condition.
- Get a UserRetrieves a user's information from the service.
- Get a Waiting ListRetrieves a waiting list from the service.
- List AppointmentsRetrieves all appointments from the service.
- List Invoice ItemsRetrieves all invoice items.
- List InvoicesRetrieves all invoices.
- List PaymentsRetrieves all payments.
- List RoomsRetrieves all rooms.
- List Session AppointmentsRetrieves all session appointments.
- List SitesRetrieves all the sites.
- List Treatment AppointmentsRetrieves all treatment appointments.
- List Treatment PlansRetrieves all treatment plans.
- List TreatmentsRetrieves all treatments.
- List UsersRetrieves all users.
- List Waiting ListsRetrieves all waiting lists.
- Make an API CallPerforms an arbitrary authorized API request.
- Update an AppointmentUpdates an appointment with specified details.
- Update a SiteUpdates a site with new information or modifications.
- Update a UserUpdates a user in the database with the provided information.
- Watch AppointmentsTriggers when a new appointment is scheduled.
- Watch EventsTriggers when a Dentally webhook event is received.
- Watch Invoice ItemsTriggers when new invoice items are created or updated.
- Watch InvoicesTriggers when a new invoice is created.
- Watch PaymentsTriggers when new payments are received.
- Watch RoomsTriggers when a new room is created or updated.
- Watch Session AppointmentsTriggers when a new session appointment is scheduled.
- Watch Treatment AppointmentsTriggers when new treatment appointments are scheduled.
- Watch Treatment PlansTriggers when a new treatment plan is created or updated.
- Watch TreatmentsTriggers when a new treatment is added or updated.
- Watch UsersTriggers when a new user is created.
- Watch Waiting ListsTriggers when a new entry is added to a waiting list.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Dentally 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 Dentally.
Connect your Clio Manage and Dentally 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 "Create an Appointment" in Dentally. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Dentally has 30 actions (including Create an Appointment, Create a Payment, and Delete 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-Dentally 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 Dentally) 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 + Dentally 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 Dentally integration.
- Clio Manage and Dentally integration source code, module specs and credentials implementation.
- Our Clio Manage and Dentally integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Dentally — 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
- Dentally integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library