STEP 1
Connect Clio Manage and Splose
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 Splose Integration
Keep Clio Manage and Splose in sync by integrating their events and actions. When support events happen in Clio Manage, update the Splose automatically - without any line of code in visual workflow builder.
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Learn about Clio Manage and Splose
Detailed info you need to know about Clio Manage and Splose 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]
How to connect Clio Manage to Splose
Set up your Clio Manage and Splose integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Splose 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 Splose. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Splose work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Splose 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 triggersSplose 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.
Splose modules
- Create a ContactCreates a new contact record linked to a patient or organisation in Splose.
- Create a PatientCreates a new patient record in Splose with demographic and contact details.
- Create a Patient FileUploads and attaches a file to a specific patient's record in Splose.
- Create a PaymentRecords a new payment against a specific invoice in Splose.
- Create an AppointmentBooks a new appointment for a patient with a practitioner at a specified time and location.
- Delete a PaymentPermanently removes a payment record by its ID.
- Get a Busy TimeRetrieves a single busy-time block by its ID, showing when a practitioner is unavailable.
- Get a Busy Time TypeRetrieves the definition of a busy-time type by its ID.
- Get a CaseRetrieves a single patient case record by its ID.
- Get a ContactRetrieves a single contact record by its ID.
- Get a Credit NoteRetrieves a single credit note by its ID, including amount and associated invoice.
- Get a LocationRetrieves a single practice location by its ID.
- Get a PatientRetrieves a single patient record by its ID, including demographics and contact details.
- Get a Patient FormRetrieves a single completed or pending patient intake form by its ID.
- Get a PaymentRetrieves a single payment record by its ID, including amount and method.
- Get a PractitionerRetrieves a single practitioner profile by their ID.
- Get a ScreenerRetrieves a single clinical screener or assessment template by its ID.
- Get a ServiceRetrieves a single billable service item by its ID.
- Get a Support ActivityRetrieves a single NDIS support activity record by its ID.
- Get a Support ItemRetrieves a single NDIS support item by its ID, including pricing and category.
- Get a WaitlistRetrieves a single waitlist entry by its ID.
- Get an AppointmentRetrieves full details of a single appointment by its ID.
- Get an InvoiceRetrieves a single invoice by its ID, including line items and payment status.
- List AppointmentsReturns a filtered, paginated list of appointments across the practice.
- List Busy Time TypesReturns all defined busy-time type categories in the practice.
- List Busy TimesReturns a list of practitioner unavailability blocks within a date range.
- List CasesReturns a paginated list of patient cases, optionally filtered by patient or status.
- List ContactsReturns a paginated list of contacts associated with patients or organisations.
- List Credit NotesReturns a paginated list of credit notes, optionally filtered by patient or date range.
- List Custom FieldsReturns all custom field definitions configured for patients in the practice.
- List InvoicesReturns a paginated list of invoices, optionally filtered by patient or status.
- List LocationsReturns all practice locations configured in Splose.
- List Patient FormsReturns a paginated list of patient intake and clinical forms.
- List PatientsReturns a paginated list of patient records, searchable by name or date of birth.
- List PaymentsReturns a paginated list of payments, optionally filtered by invoice or date range.
- List Practitioner AvailabilitiesReturns all scheduled availability windows for a specific practitioner.
- List PractitionersReturns a list of all practitioners in the practice.
- List ScreenersReturns all clinical screener and assessment templates available in the practice.
- List ServicesReturns a paginated list of billable service items configured in the practice.
- List Support ActivitiesReturns a list of NDIS support activity records for a participant.
- List Support ItemsReturns all NDIS support items, optionally filtered by registration group or support purpose.
- List WaitlistsReturns all waitlist entries, optionally filtered by practitioner or service.
- Make an API CallExecutes any authenticated Splose API request not covered by dedicated modules.
- Update a PatientUpdates demographic, contact, or clinical details on an existing patient record.
- Update a Patient Custom FieldSets or updates the value of a custom field on a specific patient record.
- Update a Support ItemUpdates the details of an existing NDIS support item such as price or description.
- Update an AppointmentUpdates the details of an existing appointment such as time, location, or status.
- Watch AppointmentsTriggers when appointments are created or updated in Splose.
- Watch Busy Time TypesTriggers when busy-time type definitions are added or changed.
- Watch Busy TimesTriggers when practitioner busy-time blocks are created or modified.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Splose 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 Splose.
Connect your Clio Manage and Splose 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 Contact" in Splose. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Splose has 47 actions (including Create a Contact, Create a Patient, and Create a Patient File). 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-Splose 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 Splose) 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 + Splose 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 Splose integration.
- Clio Manage and Splose integration source code, module specs and credentials implementation.
- Our Clio Manage and Splose integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Splose — 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
- Splose integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library