STEP 1
Connect Clio Manage and Exercise
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 Exercise Integration
Connect Clio Manage and Exercise 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Clio Manage and Exercise
Detailed info you need to know about Clio Manage and Exercise 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 Exercise
Set up your Clio Manage and Exercise integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Exercise 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 Exercise. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Exercise work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Exercise 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 triggersExercise 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.
Exercise modules
- Add to CalendarAdds a workout or event to a member's calendar.
- Check CouponValidates a coupon code and returns its discount details.
- Check Eligibility AppointmentChecks whether a member is eligible to book a specific appointment type.
- Create AppointmentCreates a new appointment booking for a member.
- Create AssessmentCreates a new fitness assessment template.
- Create ExerciseCreates a new exercise entry in the exercise library.
- Create LocationCreates a new gym or training location.
- Create MessageSends a new direct message to a member or staff recipient.
- Create Plan WorkoutAdds a workout to an existing workout plan.
- Create Scheduled AppointmentSchedules a new appointment instance with date and time.
- Create Scheduled Appointment MemberAdds a member to an existing scheduled appointment.
- Create ServiceCreates a new purchasable service or membership offering.
- Create UserCreates a new member or staff user account.
- Create User AssessmentRecords a completed assessment submission for a specific member.
- Create VisitLogs a facility check-in visit for a member.
- Create Waitlist EntryAdds a member to the waitlist for a fully booked appointment.
- Create WorkoutCreates a new workout with exercises and sets.
- Create Workout PlanCreates a new structured workout plan for assignment to members.
- Delete AppointmentPermanently deletes an appointment by its ID.
- Delete AssessmentPermanently deletes an assessment template by its ID.
- Delete ConversationPermanently deletes a message conversation by its ID.
- Delete LocationPermanently deletes a location by its ID.
- Delete Plan WorkoutRemoves a workout from a workout plan by its ID.
- Delete Scheduled AppointmentCancels and permanently deletes a scheduled appointment instance.
- Delete Scheduled Appointment MemberRemoves a member from a scheduled appointment.
- Delete ServicePermanently deletes a service or membership offering by its ID.
- Delete UserPermanently deletes a member or staff user account by its ID.
- Delete User AssessmentPermanently deletes a recorded user assessment by its ID.
- Delete VisitPermanently deletes a facility visit record by its ID.
- Delete Waitlist EntryRemoves a member from a waitlist by their waitlist entry ID.
- Delete WorkoutPermanently deletes a workout by its ID.
- Delete Workout PlanPermanently deletes a workout plan by its ID.
- Export User AssessmentExports a user assessment as a downloadable file.
- List Appointment PackagesReturns a list of available appointment packages.
- List AppointmentsReturns a paginated list of appointment bookings.
- List AssessmentsReturns a list of fitness assessment templates.
- List Available RecipientsReturns a list of members and staff available to receive messages.
- List Calendar EventsReturns a list of calendar events for a member or location.
- List ConversationsReturns a list of message conversations.
- List ExercisesReturns a list of exercises from the exercise library.
- List FavoritesReturns a list of exercises or workouts saved as favorites.
- List LocationsReturns a list of gym and training locations.
- List MessagesReturns a list of messages within a conversation.
- List Plan WorkoutsReturns a list of workouts assigned to a specific workout plan.
- List Purchased ItemsReturns a list of services and packages purchased by a member.
- List Scheduled Appointment MembersReturns a list of members registered for a scheduled appointment.
- List Scheduled AppointmentsReturns a list of scheduled appointment instances.
- List SchedulesReturns a list of recurring appointment schedules.
- List ServicesReturns a list of available services and membership offerings.
- List User AssessmentsReturns a list of completed assessment records for a member.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Exercise 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 Exercise.
Connect your Clio Manage and Exercise 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 "Add to Calendar" in Exercise. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Exercise has 90 actions (including Add to Calendar, Check Coupon, and Check Eligibility 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-Exercise 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 Exercise) 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 + Exercise 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 Exercise integration.
- Clio Manage and Exercise integration source code, module specs and credentials implementation.
- Our Clio Manage and Exercise integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Exercise — 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
- Exercise integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library