STEP 1
Connect Clio Manage and PTEverywhere
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 PTEverywhere Integration
Build support workflows between Clio Manage and PTEverywhere 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 PTEverywhere
Detailed info you need to know about Clio Manage and PTEverywhere 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]
PTEverywhere
Physical therapy practice management platform for scheduling, documentation, billing, and patient engagement. [6]
How to connect Clio Manage to PTEverywhere
Set up your Clio Manage and PTEverywhere integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and PTEverywhere 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 PTEverywhere. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and PTEverywhere work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and PTEverywhere 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 triggersPTEverywhere 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.
PTEverywhere modules
- Create an AppointmentBooks a new appointment for a patient with a specified therapist, service, location, and time slot.
- General Visit ReportRetrieves a summary report of clinic visits, including appointment counts, visit statuses, and provider activity.
- List Available Appointment BlocksRetrieves open time blocks available for booking appointments at a given location and therapist.
- List Clinic UsersRetrieves all user accounts associated with the clinic, including staff roles and access levels.
- List Contact Logs ReportRetrieves a filtered list of contact log entries showing communication history between clinic staff and patients.
- List Demographics ReportRetrieves aggregated demographic statistics and breakdowns for the patient population.
- List InventoryRetrieves all inventory items tracked by the clinic, including supplies and equipment records.
- List LocationsRetrieves all clinic locations configured in the account, including addresses and contact details.
- List Package Membership ReportRetrieves a usage and revenue report for packages, memberships, and credits across a specified date range.
- List Packages, Memberships & CreditsRetrieves all available treatment packages, membership plans, and credit bundles offered by the clinic.
- List Patient ReportRetrieves a detailed report on patient activity, visit history, and outcomes for a given period.
- List PatientsRetrieves all patient records in the clinic, optionally filtered by name, status, or other criteria.
- List Provider Revenue ReportRetrieves a revenue breakdown by provider, showing earnings and visit totals for a specified date range.
- List ServicesRetrieves all therapy services and treatment types offered by the clinic.
- List TherapistsRetrieves all therapists and providers registered in the clinic, including their specialties and schedules.
- Make an API CallExecutes an arbitrary authenticated request to the PTEverywhere API for actions not covered by other modules.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and PTEverywhere 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 PTEverywhere.
Connect your Clio Manage and PTEverywhere 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 an Appointment" in PTEverywhere. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); PTEverywhere has 16 actions (including Create an Appointment, General Visit Report, and List Available Appointment Blocks). 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-PTEverywhere 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 PTEverywhere) 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 + PTEverywhere 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 PTEverywhere integration.
- Clio Manage and PTEverywhere integration source code, module specs and credentials implementation.
- Our Clio Manage and PTEverywhere integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and PTEverywhere — 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
- PTEverywhere integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library