STEP 1
Connect Clio Manage and Luma Health
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 Luma Health Integration
Build support workflows between Clio Manage and Luma Health 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 Luma Health
Detailed info you need to know about Clio Manage and Luma Health 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]
Luma Health
Patient engagement platform for healthcare providers that automates appointment scheduling, reminders, and two-way messaging. [6]
How to connect Clio Manage to Luma Health
Set up your Clio Manage and Luma Health integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Luma Health 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 Luma Health. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Luma Health work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Luma Health 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 triggersLuma Health 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.
Luma Health modules
- Create AppointmentBooks a new appointment for a patient at a specified date, time, and location.
- Create EstimateGenerates a new cost estimate for a patient's upcoming treatment or procedure.
- Create MessageSends a new chat message to a patient via the Luma Health messaging channel.
- Create OfferCreates a new appointment offer to fill a cancellation slot on the patient waitlist.
- Create PatientRegisters a new patient record in Luma Health with demographic and contact information.
- Create RecallCreates a recall campaign to re-engage a patient due for a follow-up or preventive visit.
- Create ReportGenerates a new operational or analytics report for the practice.
- Create UserCreates a new staff user account in the Luma Health organization.
- Create WaitlistAdds a patient to the appointment waitlist for a specified provider or time slot.
- Delete AppointmentCancels and permanently removes an appointment record by its ID.
- Delete EstimatePermanently removes a cost estimate record by its ID.
- Delete OfferWithdraws and permanently removes a waitlist appointment offer by its ID.
- Delete PatientPermanently removes a patient record from Luma Health by its ID.
- Delete RecallPermanently removes a patient recall campaign by its ID.
- Delete ReportPermanently removes a saved report by its ID.
- Delete UserPermanently removes a staff user account from the Luma Health organization by its ID.
- Delete WaitlistRemoves a patient entry from the appointment waitlist by its ID.
- Get AppointmentRetrieves a single appointment record by its ID.
- Get AvailabilityRetrieves a single provider availability slot by its ID.
- Get EstimateRetrieves a single cost estimate record by its ID.
- Get MessageRetrieves a single patient message by its ID.
- Get OfferRetrieves a single waitlist appointment offer by its ID.
- Get PatientRetrieves a single patient record by its ID.
- Get Patient Contact PreferencesRetrieves the communication channel preferences (SMS, email, voice) for a specific patient.
- Get RecallRetrieves a single patient recall campaign by its ID.
- Get ReportRetrieves a single practice report by its ID.
- Get UserRetrieves a single staff user account by its ID.
- Get WaitlistRetrieves a single waitlist entry by its ID.
- List AppointmentsSearches and returns a list of appointments matching the specified filters.
- List AvailabilitiesReturns a list of open provider availability slots matching the specified criteria.
- List EstimatesReturns a list of cost estimates matching the specified filters.
- List MessagesReturns a list of patient messages matching the specified filters.
- List OffersReturns a list of waitlist appointment offers matching the specified filters.
- List PatientsReturns a list of patient records matching the specified search criteria.
- List RecallsReturns a list of patient recall campaigns matching the specified filters.
- List ReportsReturns a list of practice reports matching the specified filters.
- List Scheduler AvailabilitiesReturns available booking slots from the Luma Health online scheduler for patient self-scheduling.
- List UsersReturns a list of staff user accounts in the Luma Health organization.
- List WaitlistsReturns a list of appointment waitlist entries matching the specified filters.
- Make an API CallExecutes an arbitrary authenticated HTTP request against the Luma Health API.
- Update AppointmentUpdates the details of an existing appointment such as time, provider, or status.
- Update AvailabilityModifies the schedule or settings of an existing provider availability slot.
- Update EstimateUpdates the details or amounts of an existing cost estimate.
- Update Message VisibilityUpdates the read or visibility status of an existing patient message.
- Update OfferUpdates the status or details of an existing waitlist appointment offer.
- Update PatientUpdates the demographic or contact information of an existing patient record.
- Update RecallUpdates the settings or status of an existing patient recall campaign.
- Update ReportUpdates the configuration or parameters of an existing practice report.
- Update SchedulerUpdates the configuration or rules of the Luma Health online patient scheduler.
- Update UserUpdates the profile or permissions of an existing staff user account.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Luma Health 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 Luma Health.
Connect your Clio Manage and Luma Health 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 Appointment" in Luma Health. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Luma Health has 51 actions (including Create Appointment, Create Estimate, and Create Message). 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-Luma Health 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 Luma Health) 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 + Luma Health 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 Luma Health integration.
- Clio Manage and Luma Health integration source code, module specs and credentials implementation.
- Our Clio Manage and Luma Health integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Luma Health — 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
- Luma Health integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library