STEP 1
Connect Clio Manage and tawk.to
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 tawk.to Integration
Connect Clio Manage and tawk.to to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Clio Manage and tawk.to
Detailed info you need to know about Clio Manage and tawk.to 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 tawk.to
Set up your Clio Manage and tawk.to integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and tawk.to 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 tawk.to. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and tawk.to work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and tawk.to 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 triggerstawk.to 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 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.
- 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.
- 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 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.
- 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.
- 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.
tawk.to modules
- Add a Data Attribute OptionAdds a new option, with a label, to a data attribute that offers a list of choices.
- Add an Email to a PersonAdds an email address to a person, optionally making it their primary one.
- Add an Organization to a PersonLinks an existing person to an existing organization.
- Add a Phone to a PersonAdds a phone number to a person, optionally making it their primary one.
- Add a Tag to a PersonApplies an existing tag to a person.
- Add Domain CandidateAdds a custom domain as a pending candidate for a property's knowledge base.
- Add New WidgetAdds a widget to a property, with a name, a type and a language.
- Add New Widget CardAdds a card to a widget for a chosen state, section and position.
- Adds a New Tab to PropertyAdds a tab to a property, with a type, label, content, position and icon; it can be placed under a menu tab.
- Add Site Navigation LinkAdds a labelled link to a knowledge base site's navigation.
- Change Article OrderMoves an article to a given position inside a category.
- Check Domain AvailabilityChecks whether a custom domain is free to use for a knowledge base.
- Check Subdomain AvailabilityChecks whether a knowledge base subdomain is still free to use.
- Create a Contact Upload TokenReturns a temporary upload URL, with its expiry time, for uploading a person's avatar or an organization's logo.
- Create a Custom Data AttributeCreates a custom data attribute for people or organizations, with a label, a data type and, for choice types, a list of options.
- Create a PersonCreates a person in a property's contacts, with optional email, phone, job title, organization, social profiles and custom attributes.
- Create ArticleCreates an article on a knowledge base site, with a title, content blocks, categories, status and visibility.
- Create CategoryCreates a category on a knowledge base site, with an optional description, slug, icon, parent category and position.
- Create Knowledge BaseCreates a knowledge base in a property with a language, title and subdomain, and can attach it to a widget and publish it straight away.
- Create New SiteCreates a new site (property) in your account, and can email the widget install instructions.
- Create SiteCreates a knowledge base site in a property, with a language, title and optional description.
- Delete a Custom Data AttributeDeletes a custom data attribute from a property.
- Delete ArticleDeletes an article from a knowledge base site. It needs the site ID as well as the article ID; Destroy Article is the variant that takes the article alone.
- Delete CategoryDeletes a category from a knowledge base site. It needs the site ID as well as the category ID; Destroy Category is the variant that takes the category alone.
- Delete SiteDeletes a knowledge base site from a property.
- Destroy ArticleDestroys an article by its ID alone, without needing the site ID that Delete Article asks for.
- Destroy CategoryDestroys a knowledge base category by its ID alone, without needing the site ID that Delete Category asks for.
- Disable Members Access to a PropertyTurns off a member's access to a property, optionally handing their chats to a successor agent or department.
- Edit Invite RoleChanges the role on an invitation that hasn't been accepted yet.
- Enable Members Access to PropertyTurns a disabled member's access to a property back on.
- Fetch Global Widget SettingsReturns a property's global widget settings.
- Fetch Person DetailsFetches one person by ID, returning the fields you select.
- Get Agent InformationReturns the profile details of one agent, picked by agent ID.
- Get Agent Information About Currently Authenticated UserReturns the profile of the agent whose account or API key is connected.
- Get ArticleFetches one knowledge base article by ID, with optional preview and white-label URLs.
- Get CategoryFetches one knowledge base category by ID.
- Get Chats MetricsReturns chat metrics for a property over a time range: totals, ratings, missed chats, message counts, response time and chat duration.
- Get New Ticket MetricsReturns metrics for new tickets over a time range: the total and a breakdown by source.
- Get Reopened Ticket MetricsReturns metrics for reopened tickets over a time range: the total and a breakdown by who reopened them.
- Get Resolved Ticket MetricsReturns metrics for resolved tickets over a time range: the total and resolution time.
- Get Single ChatFetches one chat in a property by its chat ID.
- Get Single TicketFetches one ticket in a property by its ticket ID.
- Get SiteFetches one knowledge base site by ID, returning the fields you select.
- Get Tab for a PropertyFetches one tab of a property by its ID.
- Get Ticket Responses MetricsReturns ticket response metrics over a time range: the total and first response time.
- Invite an Agent to PropertySends an invitation to an email address to join a property in a chosen role.
- List ArticlesLists articles across a property's knowledge base, with filters for site, author, category, status, visibility and dates, plus sorting and paging.
- List Available Tabs for a PropertyLists the tabs that can still be added to a property.
- List CategoriesLists knowledge base categories in a property, optionally narrowed to one site or one parent category.
- List Category ArticlesLists the articles that sit in one knowledge base category.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and tawk.to 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 tawk.to.
Connect your Clio Manage and tawk.to 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 a Data Attribute Option" in tawk.to. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); tawk.to has 95 actions (including Add a Data Attribute Option, Add an Email to a Person, and Add an Organization to a Person). 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-tawk.to 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 tawk.to) 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 + tawk.to 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 tawk.to integration.
- Clio Manage and tawk.to integration source code, module specs and credentials implementation.
- Our Clio Manage and tawk.to integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and tawk.to — 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
- tawk.to integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library