STEP 1
Connect Clio Manage and Healthie
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 Healthie Integration
Build support workflows between Clio Manage and Healthie 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 Healthie
Detailed info you need to know about Clio Manage and Healthie 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 Healthie
Set up your Clio Manage and Healthie integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Healthie 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 Healthie. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Healthie work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Healthie 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 triggersHealthie 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 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.
- 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.
- 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 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.
- 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.
- 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.
Healthie modules
- Create a Billing ItemCreates a billing item in the system.
- Create a CommentCreates a new comment.
- Create a ConversationCreates a new conversation in the specified service.
- Create a DocumentCreates a document in the system.
- Create a LocationCreates a location for the specified entity or service.
- Create a NoteCreates a note in the specified service.
- Create a TaskCreates a new task in the specified service.
- Create an AppointmentCreates an appointment with the specified details.
- Create an Appointment RequestCreates an appointment request with specified details.
- Create an AvailabilityCreates an availability entry for a specified time period.
- Delete a Billing ItemDeletes a billing item from the system.
- Delete a CommentDeletes a comment from the service.
- Delete a DocumentDeletes a document from a specified location.
- Delete a LocationDeletes a location from the service.
- Delete a NoteDeletes a note.
- Delete a TaskDeletes a task from the specified service.
- Delete an AppointmentDeletes an appointment from the system.
- Delete an Appointment RequestDeletes an appointment request from the system.
- Delete an AvailabilityDeletes an availability entry from the system.
- Get a Billing ItemRetrieves a billing item by its ID.
- Get a CommentRetrieves a comment from a given service.
- Get a ConversationRetrieves a conversation.
- Get a DocumentRetrieves a document.
- Get a LocationRetrieves a location from the specified service.
- Get a NoteRetrieves a note from the service.
- Get a TaskRetrieves a task.
- Get a UserRetrieves a user's information from the service.
- Get an AppointmentRetrieves an appointment.
- Get an Appointment RequestRetrieves an appointment request.
- Get an AvailabilityRetrieves an availability.
- List Appointment RequestsRetrieves all appointment requests.
- List AppointmentsRetrieves all appointments.
- List AvailabilitiesRetrieves all availabilities from the service.
- List Billing ItemsRetrieves all billing items.
- List CommentsRetrieves all comments.
- List ConversationsRetrieves all conversations.
- List DocumentsRetrieves all documents.
- List LocationsRetrieves all locations.
- List NotesRetrieves all notes.
- List TasksRetrieves all tasks.
- List TransactionsRetrieves all transactions.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API request.
- Update a Billing ItemUpdates a billing item in the system.
- Update a ConversationUpdates a conversation with new details or modifications.
- Update a DocumentUpdates a document in the specified service.
- Update a LocationUpdates a location with new information.
- Update a NoteUpdates a note with new content based on the provided details.
- Update a TaskUpdates a task with the provided task information.
- Update a UserUpdates a user with new information or changes existing user data.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Healthie 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 Healthie.
Connect your Clio Manage and Healthie 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 Billing Item" in Healthie. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Healthie has 52 actions (including Create a Billing Item, Create a Comment, and Create a Conversation). 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-Healthie 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 Healthie) 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 + Healthie 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 Healthie integration.
- Clio Manage and Healthie integration source code, module specs and credentials implementation.
- Our Clio Manage and Healthie integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Healthie — 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
- Healthie integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library