STEP 1
Connect Clio Manage and IssueTrak
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 IssueTrak Integration
Connect Clio Manage and IssueTrak 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 IssueTrak
Detailed info you need to know about Clio Manage and IssueTrak 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 IssueTrak
Set up your Clio Manage and IssueTrak integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and IssueTrak 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 IssueTrak. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and IssueTrak work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and IssueTrak 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 triggersIssueTrak 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.
IssueTrak modules
- Close Duplicate IssuesCloses all issues identified as duplicates of a specified issue.
- Create CauseCreates a new issue cause entry in the system.
- Create ClassCreates a new issue class for categorizing issues.
- Create Configuration ItemCreates a new configuration item (CI) in the asset inventory.
- Create DepartmentCreates a new department record in the organization.
- Create GroupCreates a new user group for assigning and routing issues.
- Create IssueCreates a new support issue or help desk ticket.
- Create SolutionCreates a new knowledge base solution article.
- Create UserCreates a new user account in the IssueTrak system.
- Delete SolutionPermanently deletes a knowledge base solution article by its ID.
- Get CauseRetrieves a single issue cause by its ID.
- Get CausesReturns a list of all issue causes in the system.
- Get ClassRetrieves a single issue class by its ID.
- Get ClassesReturns a list of all issue classes in the system.
- Get Configuration ItemRetrieves a single configuration item by its ID.
- Get Configuration ItemsReturns a list of all configuration items in the asset inventory.
- Get Custom Record TableRetrieves a single custom record table by its ID.
- Get Custom Record Table DefinitionsRetrieves the field definitions for a specified custom record table.
- Get Custom Record TablesReturns a list of all custom record tables defined in the system.
- Get DepartmentsReturns a list of all departments in the organization.
- Get GroupRetrieves a single user group by its ID.
- Get GroupsReturns a list of all user groups in the system.
- Get IssueRetrieves a single issue or help desk ticket by its ID.
- Get Issue UDF DefinitionsRetrieves the user-defined field (UDF) definitions configured for issues.
- Get ProjectRetrieves a single project by its ID.
- Get ProjectsReturns a list of all projects in the system.
- Get SolutionRetrieves a single knowledge base solution article by its ID.
- Get SolutionsReturns a list of all knowledge base solution articles.
- Get TaskRetrieves a single task associated with an issue by its ID.
- Get TasksReturns a list of all tasks in the system.
- Get UserRetrieves a single user account by its ID.
- Get User UDF DefinitionsRetrieves the user-defined field (UDF) definitions configured for user records.
- Get UsersReturns a list of all user accounts in the system.
- Make an API CallMakes an arbitrary authenticated HTTP request to the IssueTrak API.
- Search CausesSearches for issue causes matching the specified criteria.
- Search ClassesSearches for issue classes matching the specified criteria.
- Search Configuration ItemsSearches for configuration items matching the specified criteria.
- Search Custom Record TablesSearches for custom record tables matching the specified criteria.
- Search DepartmentsSearches for departments matching the specified criteria.
- Search GroupsSearches for user groups matching the specified criteria.
- Search Issue UDF DefinitionsSearches for issue user-defined field (UDF) definitions matching the specified criteria.
- Search IssuesSearches for issues or help desk tickets matching the specified criteria.
- Search ProjectsSearches for projects matching the specified criteria.
- Search SolutionsSearches for knowledge base solution articles matching the specified criteria.
- Search TasksSearches for tasks matching the specified criteria.
- Search UsersSearches for user accounts matching the specified criteria.
- Update CauseUpdates the properties of an existing issue cause.
- Update ClassUpdates the properties of an existing issue class.
- Update Configuration ItemUpdates the properties of an existing configuration item.
- Update DepartmentUpdates the properties of an existing department.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and IssueTrak 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 IssueTrak.
Connect your Clio Manage and IssueTrak 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 "Close Duplicate Issues" in IssueTrak. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); IssueTrak has 53 actions (including Close Duplicate Issues, Create Cause, and Create Class). 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-IssueTrak 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 IssueTrak) 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 + IssueTrak 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 IssueTrak integration.
- Clio Manage and IssueTrak integration source code, module specs and credentials implementation.
- Our Clio Manage and IssueTrak integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and IssueTrak — 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
- IssueTrak integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library