STEP 1
Connect Clio Manage and Jira Service Management
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 Jira Service Management Integration
Clio Manage
Jira Service Management
Demonstration of how apps are integrated in WEXTL workflow builder [4]
Build support workflows between Clio Manage and Jira Service Management 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 Jira Service Management
Detailed info you need to know about Clio Manage and Jira Service Management 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]
Jira Service Management
IT service management and help desk software from Atlassian. [6]
How to connect Clio Manage to Jira Service Management
Set up your Clio Manage and Jira Service Management integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Jira Service Management 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 Jira Service Management. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Jira Service Management work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Jira Service Management 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 triggersJira Service Management 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.
Jira Service Management modules
- Add Customers to Service DeskAdds existing customers to a service desk.
- Add Organization to Service DeskLinks a customer organization to a service desk.
- Add Request FeedbackAdds satisfaction feedback to a request.
- Add Request ParticipantsAdds participants to a request.
- Add Request SubscriptionSubscribes you to notifications for a request.
- Add Users to OrganizationAdds users to a customer organization.
- Change Request StatusMoves a request to another status by performing a transition.
- Create Comment with AttachmentsAttaches uploaded files to a request with an optional comment.
- Create CustomerCreates a customer account on the site.
- Create Customer RequestCreates a customer request in a service desk.
- Create OrganizationCreates a customer organization.
- Create Request CommentAdds a public or internal comment to a request.
- Create Request TypeCreates a request type in a service desk from a Jira issue type.
- Delete OrganizationDeletes a customer organization.
- Delete Organization PropertyDeletes a property from an organization.
- Delete Request FeedbackDeletes the satisfaction feedback on a request.
- Delete Request TypeDeletes a request type from a service desk.
- Delete Request Type PropertyDeletes a property from a request type.
- Get Customer RequestReturns a single customer request.
- Get Knowledge Base Article ContentReturns the content of a knowledge base article.
- Get OrganizationReturns a single customer organization.
- Get Organization PropertyReturns the value of an organization property.
- Get QueueReturns a single queue with its filter and columns.
- Get Request ApprovalReturns a single approval with its approvers.
- Get Request Attachment ContentDownloads the file content of a request attachment.
- Get Request Attachment ThumbnailDownloads the thumbnail image of a request attachment.
- Get Request CommentReturns a single comment on a request.
- Get Request FeedbackReturns the satisfaction feedback left on a request.
- Get Request SLAReturns a single SLA record of a request.
- Get Request Subscription StatusReturns whether you receive notifications for a request.
- Get Request TypeReturns a single request type.
- Get Request Type FieldsReturns the fields a request type asks for and what you may do when raising it.
- Get Request Type PermissionsChecks which request types a user can raise or administer.
- Get Request Type PropertyReturns the value of a request type property.
- Get Service DeskReturns a single service desk.
- Get Service Management InfoReturns the version and build details of the Jira Service Management site.
- Invite Customer to Service DeskEmails a customer an invitation to a service desk and creates their account if needed.
- List All Request TypesRetrieves request types across all service desks.
- List Assets WorkspacesRetrieves the Assets workspace IDs for the site.
- List Comment AttachmentsRetrieves the attachments referenced in a comment.
- List Customer RequestsRetrieves customer requests, newest activity first.
- List Insight WorkspacesRetrieves the Assets workspace IDs through the older Insight path.
- List Organization Property KeysRetrieves the property keys stored on an organization.
- List OrganizationsRetrieves a list of customer organizations.
- List QueuesRetrieves a list of queues in a service desk.
- List Request ApprovalsRetrieves the approvals on a request.
- List Request AttachmentsRetrieves the attachments on a request.
- List Request CommentsRetrieves the comments on a request.
- List Request ParticipantsRetrieves the participants of a request.
- List Requests in QueueRetrieves the requests currently in a queue.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Jira Service Management 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 Jira Service Management.
Connect your Clio Manage and Jira Service Management 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 Customers to Service Desk" in Jira Service Management. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Jira Service Management has 74 actions (including Add Customers to Service Desk, Add Organization to Service Desk, and Add Request Feedback). 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-Jira Service Management 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 Jira Service Management) 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 + Jira Service Management 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 Jira Service Management integration.
- Clio Manage and Jira Service Management integration source code, module specs and credentials implementation.
- Our Clio Manage and Jira Service Management integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Jira Service Management — 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
- Jira Service Management integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library