STEP 1
Connect Clio Manage and TeamDynamix
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 TeamDynamix Integration
Build support workflows between Clio Manage and TeamDynamix 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 TeamDynamix
Detailed info you need to know about Clio Manage and TeamDynamix 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]
TeamDynamix
IT service management and project portfolio platform for tickets, assets, and requests. [6]
How to connect Clio Manage to TeamDynamix
Set up your Clio Manage and TeamDynamix integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and TeamDynamix 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 TeamDynamix. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and TeamDynamix work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and TeamDynamix 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 triggersTeamDynamix 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.
TeamDynamix modules
- Create a PersonCreates a person in the database or system.
- Create a ProjectCreates a new project in the service.
- Create a TaskCreates a task in the specified service or application.
- Create a TicketCreates a ticket in the system.
- Create a Time EntryCreates a time entry for a specific user.
- Create an AssetCreates an asset in the system.
- Create an Asset ContractCreates an asset contract in the system.
- Create an Asset VendorCreates an asset vendor within a system or platform.
- Create an IssueCreates an issue in the designated project or system.
- Delete a Time EntryDeletes a time entry from the system.
- Delete an AssetDeletes an asset from the system.
- Delete an AttachmentDeletes an attachment from a record or file.
- Get a PersonRetrieves information about a specific person.
- Get a ProjectRetrieves a project from the service.
- Get a TaskRetrieves a task by its ID.
- Get a TicketRetrieves a ticket from the service.
- Get a Time EntryRetrieves a time entry.
- Get an AssetRetrieves an asset from the service.
- Get an Asset ContractRetrieves an asset contract.
- Get an Asset VendorRetrieves an asset vendor.
- Get an AttachmentRetrieves an attachment from the specified location.
- Get an IssueRetrieves an issue from the service using its ID.
- Get Attachment ContentRetrieves the content of an attachment.
- List PersonsRetrieves all persons.
- List TasksRetrieves all tasks.
- List Ticket Saved SearchesRetrieves all ticket searches.
- List Tickets by Saved Search IDRetrieves all tickets using a saved search ID.
- Make an API CallPerforms an arbitrary authorized API request.
- Search Asset ContractsRetrieves all asset contracts.
- Search Asset VendorsRetrieves all asset vendors.
- Search AssetsRetrieves all assets.
- Search IssuesRetrieves all issues.
- Search ProjectsRetrieves all projects.
- Search TicketsRetrieves all tickets from the service.
- Search Time EntriesRetrieves all time entries.
- Update a PersonUpdates a person's information in the database.
- Update a ProjectUpdates a project with new or modified information.
- Update a TaskUpdates a task with new information or changes existing details of an existing task.
- Update a TicketUpdates a ticket in the service.
- Update a Time EntryUpdates a time entry for a specific user.
- Update an AssetUpdates an asset in the system.
- Update an Asset ContractUpdates an asset contract with new information or modifications.
- Update an Asset VendorUpdates an asset vendor's details in the system.
- Update an IssueUpdates an issue with new information or changes.
- Watch AssetsTriggers when new assets are created or updated.
- Watch IssuesTriggers when a new issue is created or updated.
- Watch ProjectsTriggers when a new project is added or an existing project is updated.
- Watch TasksTriggers when a new task is created.
- Watch TicketsTriggers when new tickets are created.
- Watch Time EntriesTriggers when new time entries are recorded.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and TeamDynamix 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 TeamDynamix.
Connect your Clio Manage and TeamDynamix 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 Person" in TeamDynamix. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); TeamDynamix has 44 actions (including Create a Person, Create a Project, and Create a Task). 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-TeamDynamix 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 TeamDynamix) 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 + TeamDynamix 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 TeamDynamix integration.
- Clio Manage and TeamDynamix integration source code, module specs and credentials implementation.
- Our Clio Manage and TeamDynamix integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and TeamDynamix — 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
- TeamDynamix integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library