STEP 1
Connect Clio Manage and Invgate
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 Invgate Integration
Build support workflows between Clio Manage and Invgate 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 Invgate
Detailed info you need to know about Clio Manage and Invgate 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 Invgate
Set up your Clio Manage and Invgate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Invgate 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 Invgate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Invgate work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Invgate 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 triggersInvgate 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.
Invgate modules
- Accept an ApprovalAccepts an approval request in the system.
- Accept an Incident SolutionAccepts a solution for an incident.
- Add a Group UserAssociates a user with a group.
- Add Helpdesk ObserversAdds users as observers to a helpdesk.
- Add Observers to a GroupAdds users as observers to a group.
- Cancel an ApprovalCancels an approval process for a specified item or task.
- Cancel an IncidentCancels an incident based on the provided incident ID.
- Create a Breaking News StatusCreates a new update to the given breaking news.
- Create a CompanyCreates a company by providing the necessary details.
- Create a GroupCreates a new group in the specified service.
- Create a LocationCreates a new location in the system.
- Create a Time Tracking RecordCreates a time tracking record for a specific user.
- Create a UserCreates a new user in the system.
- Create an Incident CommentCreates a comment on an incident.
- Create an Incident RequestCreates a new incident request.
- Create an Internal NoteCreates an internal note within the system for reference or documentation purposes.
- Create Breaking NewsCreates breaking news content to be published.
- Delete a CompanyDeletes a company from the database.
- Delete a GroupDeletes a group from the specified service.
- Delete a LocationDeletes a specified location.
- Delete a Time Tracking RecordDeletes a time tracking record from the system.
- Delete a UserDeletes a user from the service.
- Delete an Internal NoteDeletes an internal note from the designated database or system.
- Get a Data Export URLRetrieves the data export URL.
- Get a UserRetrieves a user.
- Get Breaking NewsRetrieves breaking news from a specified source.
- List Breaking NewsRetrieves all breaking news.
- List Breaking News StatusesRetrieves breaking news statuses.
- List CompaniesRetrieves a list of all companies.
- List Group ObserversRetrieves all group observers.
- List Group UsersRetrieves all group members.
- List GroupsRetrieves a list of all groups.
- List Help DesksRetrieves all help desks.
- List Helpdesk ObserversRetrieves all helpdesk observers.
- List Incident ApprovalsRetrieves a list of all incident approvals.
- List Incident CommentsRetrieves a list of all incident comments.
- List Incident TasksRetrieves tasks linked to an incident.
- List IncidentsRetrieves a list of all incidents.
- List Internal NotesRetrieves all internal notes from the system.
- List LocationsRetrieves a list of all locations.
- List Time Tracking RecordsRetrieves all time tracking records.
- List UsersRetrieves a list of all users.
- Perform an API RequestPerforms an arbitrary authorized API call.
- Reject an ApprovalRejects an approval request.
- Reject an IncidentRejects an incident based on specified criteria.
- Reject an Incident SolutionRejects an incident solution in a given system or service.
- Remove Group ObserversRemoves observers from a group.
- Remove Group UsersRemoves users from a group.
- Remove Observers from a HelpdeskRemoves observers from a helpdesk.
- Reopen an IncidentReopens a request in the incident management system.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Invgate 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 Invgate.
Connect your Clio Manage and Invgate 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 "Accept an Approval" in Invgate. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Invgate has 55 actions (including Accept an Approval, Accept an Incident Solution, and Add a Group User). 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-Invgate 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 Invgate) 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 + Invgate 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 Invgate integration.
- Clio Manage and Invgate integration source code, module specs and credentials implementation.
- Our Clio Manage and Invgate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Invgate — 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
- Invgate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library