STEP 1
Connect Clio Manage and Kustomer
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 Kustomer Integration
Keep Clio Manage and Kustomer in sync by integrating their events and actions. When support events happen in Clio Manage, update the Kustomer automatically - without any line of code in visual workflow builder.
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Learn about Clio Manage and Kustomer
Detailed info you need to know about Clio Manage and Kustomer 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 Kustomer
Set up your Clio Manage and Kustomer integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Kustomer 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 Kustomer. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Kustomer work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Kustomer 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 triggersKustomer 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.
Kustomer modules
- Create a ConversationCreates a new conversation.
- Create a ConversationCreates a new conversation for a specific customer.
- Create a Conversation ForwardForwards a specific conversation to another recipient or channel.
- Create a Conversation MessageCreates a new message within a specific conversation.
- Create a Conversation TagAdds one or more tags to a conversation.
- Create a CustomerCreates a new customer record in the system.
- Create a Customer Custom ObjectCreates a custom object (KObject) for a customer.
- Create a Customer DraftCreates a new draft for a specific customer.
- Create a Customer MergeMerges multiple customer records into one.
- Create a Customer MessageCreates a new message for a specific customer.
- Create a MessageAdds an instance of a message to an existing conversation timeline with a customer.
- Create a NoteCreates a new note.
- Create a TeamCreates a new team.
- Create a Team MemberAdds a member to a team.
- Create a UserCreates or invites a new user.
- Create a User Password ResetTriggers a password reset for a user.
- Create a Work ItemCreates a new work item.
- Create an AttachmentUploads a new attachment to the service.
- Create an Unmasking WindowCreates an unmasking window for a customer.
- Create ConversationsCreates multiple conversations in bulk.
- Create CustomersCreates multiple customer records in bulk.
- Create MediaUploads a new media object.
- Delete a ConversationDeletes a conversation by its ID.
- Delete a CustomerDeletes a customer by ID.
- Delete a NoteDeletes a note by ID.
- Delete a Team MemberRemoves a member from a team.
- Delete an Unmasking WindowDeletes an unmasking window for a customer.
- Delete Conversation TagsRemoves one or more tags from a conversation.
- Delete ConversationsDeletes multiple conversations in bulk.
- Delete CustomersDeletes multiple customers in bulk.
- Get a ConversationRetrieves a conversation by ID.
- Get a Conversation by External IDRetrieves a conversation using its external ID.
- Get a CustomerRetrieves a customer by ID.
- Get a Customer by EmailGets a customer by their email.
- Get a Customer by External IDRetrieves a customer by their external ID.
- Get a Customer by Phone NumberRetrieves a customer based on their phone number.
- Get a Customer EventRetrieves a specific event for a customer.
- Get a Customer MergeRetrieves details of a specific customer merge.
- Get a MessageRetrieves a single message based on the unique message ID.
- Get a Message AttachmentRetrieves an attachment using a message ID and an attachment ID.
- Get a Message by External IDRetrieves a message using its external ID.
- Get a NoteRetrieves a note by ID.
- Get a Work ItemRetrieves a work item by ID.
- Get an AttachmentRetrieves an attachment using its ID.
- Get Conversation TimesRetrieves conversation times by unique ID.
- Get Current UserRetrieves the current authenticated user.
- Get MediaRetrieves a media object by ID.
- Get the Next Work Item in a QueueRetrieves the next available work item in a queue.
- List Conversation AttachmentsRetrieves all attachments for a conversation.
- List Conversation EventsRetrieves all events associated with a conversation.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Kustomer 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 Kustomer.
Connect your Clio Manage and Kustomer 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 Conversation" in Kustomer. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Kustomer has 89 actions (including Create a Conversation, Create a Conversation, and Create a Conversation Forward). 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-Kustomer 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 Kustomer) 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 + Kustomer 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 Kustomer integration.
- Clio Manage and Kustomer integration source code, module specs and credentials implementation.
- Our Clio Manage and Kustomer integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Kustomer — 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
- Kustomer integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library