STEP 1
Connect Clio Manage and eDesk
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 eDesk Integration
Keep Clio Manage and eDesk in sync by integrating their events and actions. When support events happen in Clio Manage, update the eDesk automatically - without any line of code in visual workflow builder.
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Learn about Clio Manage and eDesk
Detailed info you need to know about Clio Manage and eDesk 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 eDesk
Set up your Clio Manage and eDesk integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and eDesk 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 eDesk. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and eDesk work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and eDesk 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 triggerseDesk 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.
eDesk modules
- Create a MessageCreates a new message.
- Create an Order Note AttachmentAttaches a file to an order note.
- Create a Sales OrderCreates a new sales order.
- Create a TagCreates a new tag.
- Create a TemplateCreates a new template.
- Create a TicketCreates a new ticket.
- Create Order NoteCreates a new order note.
- Create Tracking Links for a Sales OrderCreates tracking links for a sales order.
- Delete a MessageDeletes an existing message.
- Delete an Order NoteDeletes an existing order note.
- Delete a Sales OrderDeletes an existing sales order.
- Delete a TagDeletes an existing tag from the system.
- Delete a TemplateDeletes an existing template.
- Delete a TicketDeletes an existing ticket.
- Delete Tracking LinksDeletes tracking links for a sales order.
- Get a MessageRetrieves a single message.
- Get an Order NoteRetrieves a single order note.
- Get a Sales OrderRetrieves a single sales order.
- Get a TagRetrieves a single existing tag.
- Get a TemplateRetrieves a single template.
- Get a TicketRetrieves a single existing ticket.
- Get Sales Order Tracking LinksRetrieves tracking links for a sales order.
- List ChannelsRetrieves all channels.
- List ContactsRetrieves all contacts.
- List Order NotesRetrieves all order notes.
- List Sales OrdersRetrieves all sales orders.
- List Tag GroupsRetrieves all tag groups.
- List TagsRetrieves all tags.
- List TemplatesRetrieves all templates.
- List TicketsRetrieves all tickets.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a MessageUpdates a message in a given service.
- Update an Order NoteUpdates an order note in the system.
- Update a Sales OrderUpdates an existing sales order.
- Update a TagUpdates an existing tag in the service.
- Update a TemplateUpdates an existing template.
- Update a TicketUpdates a ticket's information in the system.
- Update Sales Order Tracking LinksUpdates tracking links for a sales order.
- Update Ticket DataUpdates ticket data in the system.
- Watch ChannelsTriggers when there are updates in a channel.
- Watch ContactsTriggers when contact changes occur.
- Watch Order NotesTriggers when order note changes occur.
- Watch Sales OrdersTriggers when a sales order is updated.
- Watch Tag GroupsTriggers when a tag group is updated.
- Watch TagsTriggers when there is an update to a tag.
- Watch TemplatesTriggers when a template is updated.
- Watch TicketsTriggers when a ticket is updated.
- Watch UsersTriggers when user updates occur.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and eDesk 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 eDesk.
Connect your Clio Manage and eDesk 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 a Message" in eDesk. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); eDesk has 40 actions (including Create a Message, Create an Order Note Attachment, and Create a Sales Order). 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-eDesk 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 eDesk) 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 + eDesk 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 eDesk integration.
- Clio Manage and eDesk integration source code, module specs and credentials implementation.
- Our Clio Manage and eDesk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and eDesk — 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
- eDesk integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library