STEP 1
Connect Clio Manage and LiveHelpNow
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 LiveHelpNow Integration
Keep Clio Manage and LiveHelpNow in sync by integrating their events and actions. When support events happen in Clio Manage, update the LiveHelpNow automatically - without any line of code in visual workflow builder.
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Learn about Clio Manage and LiveHelpNow
Detailed info you need to know about Clio Manage and LiveHelpNow 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]
LiveHelpNow
Customer support platform for live chat, tickets, callbacks, and help desk operations. [6]
How to connect Clio Manage to LiveHelpNow
Set up your Clio Manage and LiveHelpNow integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and LiveHelpNow 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 LiveHelpNow. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and LiveHelpNow work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and LiveHelpNow 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 triggersLiveHelpNow 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.
LiveHelpNow modules
- Accept a CallbackAccepts the specified callback in the system.
- Accept a ChatAllows an operator to accept a chat conversation request.
- Accept a TicketAccepts a specified ticket to process it within the system.
- Acknowledge a TicketAcknowledges a specified ticket in the system.
- Add a Comment to a TicketAdds a comment to the specified ticket.
- Assign a Callback to an OperatorAssigns the specified callback to an operator in the system.
- Assign a TicketAssigns a specified ticket to a user or group.
- Create a Visitor NoteCreates a new note for a visitor.
- Delete a CallbackDeletes the specified callback from the service using the provided identifier or criteria.
- Delete a TicketDeletes a specified ticket in the system.
- Get Call History of a VisitorRetrieves the call history of a specified visitor.
- Get Callback Filter OptionsRetrieves a list of callback filter options.
- Get Callback InformationRetrieves information for the specified callback.
- Get Chat Bot Funnels StatisticsRetrieves statistics from chat bot funnels.
- Get Chat Contact ListRetrieves the chat contact list data.
- Get Chat InfoRetrieves information about a chat.
- Get Chat Survey DetailsRetrieves the details of a chat survey.
- Get Chat SurveysRetrieves chat surveys from the service.
- Get Daily Account Chat StatisticsRetrieves daily statistics for account chats.
- Get Daily Department Chat StatisticsRetrieves daily statistics for department chats.
- Get Daily Operator StatisticsRetrieves daily statistics for operators.
- Get Navigation History of a VisitorRetrieves the navigation history for a specific visitor.
- Get Online StatusRetrieves the online status for a specific account.
- Get Online Status for a DepartmentRetrieves the online status for a specified department.
- Get Previous Chat MessagesRetrieves previous messages from a specified chat session.
- Get Ticket DetailsRetrieves details of a ticket.
- Get Visitor InformationGets information for a specific visitor.
- Insert a Chat MessageInserts a chat message into the specified chat.
- Insert a Comment into a CallbackInserts a comment into the specified callback.
- List Available Canned SetsRetrieves a list of available canned sets.
- List Callback FiltersRetrieves a list of callback filters from the service.
- List CallbacksRetrieves a list of callbacks for your account.
- List CallbacksRetrieves a list of callbacks for your account based on a generic search.
- List DepartmentsRetrieves a list of departments for your account.
- List Items in a Canned SetRetrieves a list of items for a given canned set.
- List Ticket CategoriesRetrieves a list of ticket categories from the system.
- List Ticket FiltersRetrieves a list of ticket filters from the service.
- List Ticket Filters OptionsRetrieves a list of available ticket filter options.
- List Ticket PrioritiesGets a list of ticket priorities.
- List TicketsGets a list of tickets for your account.
- List TicketsRetrieves a list of tickets for your account based on a generic search.
- List Visitor FiltersRetrieves a list of available visitor filters.
- List VisitorsRetrieves a list of visitors for your account.
- Make an API CallPerforms an arbitrary authorized API call.
- Reassign a CallbackReassigns the specified callback to an operator.
- Reassign a ChatReassigns the specified chat to an operator or department.
- Reassign a TicketReassigns the specified ticket to a different agent or team.
- Resolve a TicketResolves a specified ticket in the system.
- Send a Proactive Invitation to a VisitorSends a proactive invitation to a visitor to engage with the service.
- Set Typing StatusSets the typing status for the operator or visitor in the specified chat session.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and LiveHelpNow 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 LiveHelpNow.
Connect your Clio Manage and LiveHelpNow 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 a Callback" in LiveHelpNow. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); LiveHelpNow has 61 actions (including Accept a Callback, Accept a Chat, and Accept a Ticket). 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-LiveHelpNow 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 LiveHelpNow) 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 + LiveHelpNow 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 LiveHelpNow integration.
- Clio Manage and LiveHelpNow integration source code, module specs and credentials implementation.
- Our Clio Manage and LiveHelpNow integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and LiveHelpNow — 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
- LiveHelpNow integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library