STEP 1
Connect Clio Manage and ServiceNow
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 ServiceNow Integration
Build support workflows between Clio Manage and ServiceNow 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 ServiceNow
Detailed info you need to know about Clio Manage and ServiceNow 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]
ServiceNow
IT service management on your instance — generic table records, attachments, catalog orders, change requests, and import sets. [6]
How to connect Clio Manage to ServiceNow
Set up your Clio Manage and ServiceNow integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and ServiceNow 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 ServiceNow. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and ServiceNow work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and ServiceNow 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 triggersServiceNow 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.
ServiceNow modules
- Add Affected Configuration ItemAdds a configuration item to a change request.
- Add Catalog Item to CartAdds a catalog item to the shopping cart.
- Checkout CartChecks out the current service catalog cart.
- Create ChangeCreates a change request from a change model.
- Create Change Conflict CheckRuns a conflict check on a change request.
- Create Change TaskCreates a task on a change request.
- Create RecordCreates a record in a ServiceNow table.
- Create Standard ChangeCreates a standard change from a template.
- Delete AttachmentDeletes an attachment.
- Delete ChangeDeletes a change request.
- Delete Change ConflictsDeletes conflict results for a change request.
- Delete Change TaskDeletes a change task.
- Delete RecordDeletes a record from a ServiceNow table.
- Download AttachmentDownloads an attachment file.
- Get Aggregate StatsReturns aggregate statistics for a ServiceNow table.
- Get AttachmentReturns metadata for one attachment.
- Get CartReturns the current service catalog cart.
- Get CatalogReturns a single service catalog.
- Get Catalog ItemReturns a single catalog item, including its variables.
- Get ChangeReturns a single change request.
- Get Change ModelReturns a single change model.
- Get Change Next StatesReturns the next valid states for a change request.
- Get Import Set ResultReturns the transform outcomes for an import staging record.
- Get RecordReturns a single record from a ServiceNow table.
- Get Standard Change TemplateReturns a single standard change template.
- Import Multiple RecordsImports multiple records into a staging table.
- Import RecordImports one record into a staging table and runs transform maps.
- List Affected Configuration ItemsRetrieves a list of configuration items affected by a change.
- List AttachmentsRetrieves a list of attachment metadata records.
- List Catalog CategoriesRetrieves a list of categories in a service catalog.
- List Catalog ItemsRetrieves a list of catalog items.
- List CatalogsRetrieves a list of service catalogs.
- List Change ConflictsRetrieves a list of conflicts for a change request.
- List Change ModelsRetrieves a list of change models.
- List Change TasksRetrieves a list of tasks for a change request.
- List ChangesRetrieves a list of change requests.
- List RecordsRetrieves a list of records from a ServiceNow table.
- List Standard Change TemplatesRetrieves a list of standard change templates.
- Make an API CallPerforms an arbitrary authorized API call.
- Order Catalog ItemOrders a catalog item immediately.
- Remove Cart ItemRemoves an item from the service catalog cart.
- Replace RecordReplaces a ServiceNow record with the given fields.
- Send Batch RequestSends a batch of REST requests to the instance.
- Submit Cart OrderSubmits the current service catalog cart.
- Submit Catalog ProducerSubmits a record producer from the service catalog.
- Update AttachmentRenames a ServiceNow attachment.
- Update ChangeUpdates a change request.
- Update Change TaskUpdates a change task.
- Update RecordUpdates fields on a ServiceNow record.
- Upload AttachmentUploads a file attachment onto a record.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and ServiceNow 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 ServiceNow.
Connect your Clio Manage and ServiceNow 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 Affected Configuration Item" in ServiceNow. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); ServiceNow has 51 actions (including Add Affected Configuration Item, Add Catalog Item to Cart, and Checkout Cart). 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-ServiceNow 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 ServiceNow) 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 + ServiceNow 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 ServiceNow integration.
- Clio Manage and ServiceNow integration source code, module specs and credentials implementation.
- Our Clio Manage and ServiceNow integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and ServiceNow — 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
- ServiceNow integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library