STEP 1
Connect Clio Manage and ManageEngine
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 ManageEngine Integration
Keep Clio Manage and ManageEngine in sync by integrating their events and actions. When support events happen in Clio Manage, update the ManageEngine automatically - without any line of code in visual workflow builder.
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Learn about Clio Manage and ManageEngine
Detailed info you need to know about Clio Manage and ManageEngine 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]
ManageEngine
IT service desk platform for requests, tasks, projects, and user support operations. [6]
How to connect Clio Manage to ManageEngine
Set up your Clio Manage and ManageEngine integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and ManageEngine 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 ManageEngine. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and ManageEngine work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and ManageEngine 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 triggersManageEngine 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.
ManageEngine modules
- Add Tags to a RequestAttaches tags to a request for categorization.
- Add/Update a Request ResolutionAdds a new request resolution or updates an existing one.
- Assign a RequestAssigns a request to a specified user or group.
- Assign a Task OwnerAssigns an owner to a request task.
- Assign a Task OwnerAssigns an owner to a project task.
- Assign a Task OwnerAssigns an owner to a specified task.
- Associate a ProjectLinks a request to a project.
- Close a RequestMarks a request as closed.
- Close a TaskMarks a task as completed or closed.
- Create a Project TaskCreates a task under a project.
- Create a RequestCreates a new request record in the system.
- Create a Request NoteCreates a note associated with a request.
- Create a Request TaskCreates a task under a specific request.
- Create a TaskCreates a task with the specified details.
- Create a UserCreates a new user in the system.
- Delete a Project TaskDeletes a project task from a specific project.
- Delete a Project Task AttachmentDeletes an attachment from a project task.
- Delete a RequestDeletes a request from the system.
- Delete a Request NoteDeletes a request note from the specified service.
- Delete a Request TaskDeletes a request task from the system.
- Delete a Request Task AttachmentDeletes an attachment from a request task.
- Delete a TaskDeletes a specified task from the system or service.
- Delete a Task AttachmentDeletes an attachment from a task.
- Delete a UserDeletes a user from the service.
- Dissociate a Project from a RequestRemoves the association between a request and a project.
- Download a Project Task AttachmentDownloads an attachment from a project task.
- Download a Request Task AttachmentDownloads an attachment from a request task.
- Download a Task AttachmentDownloads an attachment from a task.
- Get a Project TaskRetrieves a specific project task.
- Get a RequestRetrieves a specific request by identifier.
- Get a Request NoteRetrieves a specific request note by its identifier.
- Get a Request ResolutionRetrieves the resolution details of a request.
- Get a Request SummaryRetrieves a summarized view of a request.
- Get a Request TaskRetrieves a specific request task.
- Get a TaskRetrieves a specific task.
- Get a UserRetrieves a specific user.
- List Project Task AttachmentsRetrieves all attachments associated with a project task.
- List Project TasksRetrieves all tasks associated with a project.
- List Request NotesRetrieves all notes associated with a request.
- List Request TasksRetrieves all tasks associated with a request.
- List RequestsRetrieves a list of all requests.
- List Task AttachmentsRetrieves all attachments associated with a task.
- List TasksRetrieves a list of all tasks.
- List UsersRetrieves a list of all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark a Task OwnerMarks or confirms the owner of a task.
- Merge RequestsCombines multiple requests into a single request.
- Pick Up a RequestAssigns the request to the current user.
- Trigger a TaskManually triggers a task in the specified service.
- Update a Project TaskUpdates an existing project task with new information.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and ManageEngine 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 ManageEngine.
Connect your Clio Manage and ManageEngine 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 Tags to a Request" in ManageEngine. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); ManageEngine has 55 actions (including Add Tags to a Request, Add/Update a Request Resolution, and Assign a Request). 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-ManageEngine 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 ManageEngine) 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 + ManageEngine 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 ManageEngine integration.
- Clio Manage and ManageEngine integration source code, module specs and credentials implementation.
- Our Clio Manage and ManageEngine integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and ManageEngine — 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
- ManageEngine integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library