STEP 1
Connect Clio Manage and Heidi
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 Heidi Integration
Connect Clio Manage and Heidi 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 Heidi
Detailed info you need to know about Clio Manage and Heidi 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 Heidi
Set up your Clio Manage and Heidi integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Heidi 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 Heidi. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Heidi work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Heidi 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 triggersHeidi 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.
Heidi modules
- Add Sessions to Patient ProfileAssociates one or more sessions with a patient profile, grouping them under a single patient's consultation history.
- Ask HeidiSends a session's content to the Heidi AI Assistant along with an instruction and returns the streamed, joined response.
- Convert Note to Sectional FormatConverts a session's latest consult note into a structured sectional note, keyed by section heading.
- Create Account LinkLinks this Heidi API User to an existing Heidi account, for the account-linking (widget-embed) flow.
- Create DocumentCreates a new document for a session from a Heidi template.
- Create Patient ProfileCreates a new patient profile with the provided patient information.
- Create SessionCreates a new Heidi session, optionally linked to a patient profile and an EHR appointment.
- Delete Patient ProfilePermanently deletes a single patient profile by its ID. Not covered by Heidi's prose documentation — confirmed only in the Postman collection.
- Delete Patient ProfilesPermanently deletes one or more patient profiles in a single batch call. This cannot be undone.
- Delete Patient SessionsUnlinks one or more sessions from a patient profile. Not covered by Heidi's prose documentation — confirmed only in the Postman collection.
- Delete Session AttachmentsRemoves one or more context documents from a session.
- Finish RecordingMarks a segment-based transcription recording as complete.
- Generate Clinical CodesGenerates and returns clinical codes (ICD, SNOMED, CPT and related coding systems) detected in a session. Coding must be enabled on the Heidi account.
- Generate Consult NoteGenerates a consult note for a session from a Heidi template. The response is streamed by Heidi and joined into the final note text.
- Generate Note from Custom TemplateGenerates a structured note for a session from a custom JSON template. Requires an existing free-text consult note for the session.
- Get Live Session TranscriptRetrieves the in-progress transcript for a session while a recording is still live.
- Get Patient ProfileRetrieves detailed information about a specific patient profile by its ID.
- Get SessionRetrieves a single Heidi session by its session ID, including patient details, notes, and the generated consult note.
- Get Session TranscriptRetrieves the finalized transcript text for a session.
- Get TeamRetrieves detailed information about a specific team.
- Link Note Section to EHR FieldLinks a consult note section heading to an EHR section ID so future sectional conversions report exactly where to route it.
- List Organization MembersLists an organization's members, with pagination, sorting, and filtering.
- List Patient ProfilesRetrieves a list of patient profiles. Optionally filter by EHR patient ID, EHR provider, or page through vendor-side pagination.
- List Session AttachmentsLists the context documents attached to a session, including each document's parsing status.
- List Session DocumentsRetrieves the list of documents generated for a session.
- List SessionsReturns the sessions linked to the connected Heidi user, most recent first.
- List TeamsLists every team the authenticated Heidi API User has joined.
- List TemplatesRetrieves the list of available consult note and document templates.
- Make an API CallPerforms an arbitrary authorized API request to the Heidi API.
- Remove Account LinkUnlinks this Heidi API User from its linked Heidi account.
- Transcribe Recording SegmentUploads one audio chunk to an in-progress segment-based transcription.
- Transcribe Session AudioStarts a segment-based transcription job for a session and returns a recording ID.
- Update Patient ProfileUpdates an existing patient profile with new information. Only the fields provided are updated.
- Update SessionUpdates a Heidi session's patient details, clinician notes, language settings, and linked context sessions.
- Upload Context DocumentUploads a context document (file) to a session for Heidi to parse and use as reference material. The document begins in PARSING status — poll List Session Attachments to see when it becomes READY.
- Upload Session AudioUploads an audio recording to a session for transcription.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Heidi 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 Heidi.
Connect your Clio Manage and Heidi 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 Sessions to Patient Profile" in Heidi. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Heidi has 36 actions (including Add Sessions to Patient Profile, Ask Heidi, and Convert Note to Sectional Format). 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-Heidi 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 Heidi) 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 + Heidi 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 Heidi integration.
- Clio Manage and Heidi integration source code, module specs and credentials implementation.
- Our Clio Manage and Heidi integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Heidi — 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
- Heidi integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library