STEP 1
Connect Clio Manage and Mojo Helpdesk
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 Mojo Helpdesk Integration
Keep Clio Manage and Mojo Helpdesk in sync by integrating their events and actions. When support events happen in Clio Manage, update the Mojo Helpdesk automatically - without any line of code in visual workflow builder.
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Learn about Clio Manage and Mojo Helpdesk
Detailed info you need to know about Clio Manage and Mojo Helpdesk 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]
Mojo Helpdesk
Customer support ticketing with help desk and satisfaction surveys. [6]
How to connect Clio Manage to Mojo Helpdesk
Set up your Clio Manage and Mojo Helpdesk integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Mojo Helpdesk 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 Mojo Helpdesk. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Mojo Helpdesk work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Mojo Helpdesk 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 triggersMojo Helpdesk 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.
Mojo Helpdesk modules
- Create a CommentAdds a comment to a ticket.
- Create a DepartmentCreates a new department.
- Create a GroupCreates a new group.
- Create a LocationCreates a new location.
- Create a Staff NoteAdds a staff note to a ticket.
- Create a TagCreates a new tag.
- Create a TaskAdds a task to a ticket.
- Create a TicketCreates a new help desk ticket.
- Create a Ticket QueueCreates a new ticket queue.
- Create a UserCreates a new user.
- Create an AssetCreates a new asset.
- Delete a DepartmentDeletes an existing department.
- Delete a GroupDeletes an existing group.
- Delete a LocationDeletes an existing location.
- Delete a TagDeletes an existing tag.
- Delete a TaskDeletes a task from a ticket.
- Delete a TicketDeletes an existing ticket.
- Delete a Ticket QueueDeletes an existing ticket queue.
- Delete a UserDeletes an existing user.
- Delete an AssetDeletes an existing asset.
- Delete an AttachmentDeletes an attachment by its ID.
- Download an AttachmentDownloads the contents of an attachment.
- Get a DepartmentRetrieves a department by its ID.
- Get a LocationRetrieves a location by its ID.
- Get a TagRetrieves a tag by its ID.
- Get a TicketRetrieves a ticket by its ID.
- Get a UserRetrieves a user by their ID.
- Get a User by EmailRetrieves a user by their email address.
- Get an AssetRetrieves an asset by its ID.
- List AssetsRetrieves a list of all assets.
- List AttachmentsRetrieves a list of all attachments on a ticket.
- List CommentsRetrieves a list of all comments on a ticket.
- List DepartmentsRetrieves a list of all departments.
- List GroupsRetrieves a list of all groups.
- List LocationsRetrieves a list of all locations.
- List Staff NotesRetrieves a list of all staff notes on a ticket.
- List TagsRetrieves a list of all tags.
- List TasksRetrieves a list of all tasks on a ticket.
- List Ticket QueuesRetrieves a list of all ticket queues.
- List TicketsRetrieves a list of all tickets.
- List UsersRetrieves a list of all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Search TicketsSearches for tickets matching the given criteria.
- Update a DepartmentUpdates an existing department.
- Update a GroupUpdates an existing group.
- Update a LocationUpdates an existing location.
- Update a TagUpdates an existing tag.
- Update a TaskUpdates a task on a ticket.
- Update a TicketUpdates an existing ticket.
- Update a Ticket QueueUpdates an existing ticket queue.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Mojo Helpdesk 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 Mojo Helpdesk.
Connect your Clio Manage and Mojo Helpdesk 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 Comment" in Mojo Helpdesk. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Mojo Helpdesk has 53 actions (including Create a Comment, Create a Department, and Create a Group). 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-Mojo Helpdesk 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 Mojo Helpdesk) 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 + Mojo Helpdesk 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 Mojo Helpdesk integration.
- Clio Manage and Mojo Helpdesk integration source code, module specs and credentials implementation.
- Our Clio Manage and Mojo Helpdesk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Mojo Helpdesk — 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
- Mojo Helpdesk integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library