STEP 1
Connect Clio Manage and Tebra
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 Tebra Integration
Build support workflows between Clio Manage and Tebra 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 Tebra
Detailed info you need to know about Clio Manage and Tebra 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 Tebra
Set up your Clio Manage and Tebra integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Tebra 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 Tebra. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Tebra work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Tebra 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 triggersTebra 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.
Tebra modules
- Create a DocumentCreates a new document and attaches it to a patient record.
- Create a PatientCreates a new patient record in the specified practice.
- Create a PaymentRecords a new payment against a patient account or charge.
- Create an AppointmentBooks a new appointment for a patient with a specified provider.
- Create an EncounterCreates a new clinical encounter record linked to a patient and appointment.
- Delete a DocumentPermanently deletes a document from a patient record by its ID.
- Delete an AppointmentCancels and removes an appointment by its ID.
- Get a PatientRetrieves a single patient by ID, including all cases, insurance policies, and authorizations.
- Get an AppointmentRetrieves the full details of a single appointment by its ID.
- Get Encounter DetailsRetrieves the full clinical and billing details of a specific encounter by its ID.
- Get Procedure CodeRetrieves the details of a specific procedure (CPT) code by its ID.
- List Appointment ReasonsReturns all appointment reason types defined for a practice.
- List AppointmentsReturns a paginated list of appointments filtered by date range, provider, or status.
- List ChargesReturns a list of charges and claims matching the specified filter criteria.
- List PatientsReturns a list of patient records matching the specified search and filter criteria.
- List PaymentsReturns payment records matching the specified date range and filter criteria.
- List PracticesReturns a list of practices accessible under the connected account.
- List ProvidersReturns a list of providers belonging to a practice.
- List Service LocationReturns a list of service locations configured for a practice.
- List TransactionsReturns financial transaction records for a practice within a specified date range.
- Make an API CallExecutes an arbitrary authenticated request to the Tebra API.
- Update a PatientUpdates demographic or contact information on an existing patient record.
- Update an AppointmentUpdates the details of an existing appointment such as time, provider, or notes.
- Update Appointment StatusChanges the status of an appointment (e.g. confirmed, checked-in, cancelled).
- Update Encounter StatusChanges the billing or clinical status of an existing encounter.
- Update Primary Patient CaseUpdates the primary case record for a patient, including insurance and billing details.
- Watch ChargesTriggers when new charges or claims are created or updated in the practice.
- Watch PatientsTriggers when a new patient record is created or an existing one is updated.
- Watch PaymentsTriggers when a new payment is posted or an existing payment is modified.
- Watch PracticesTriggers when practice settings or details are created or updated.
- Watch ProvidersTriggers when a new provider is added or an existing provider record is updated.
- Watch Service LocationsTriggers when a service location is created or its details are changed.
- Watch TransactionsTriggers when new financial transactions are recorded for a practice.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Tebra 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 Tebra.
Connect your Clio Manage and Tebra 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 Document" in Tebra. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Tebra has 26 actions (including Create a Document, Create a Patient, and Create a Payment). 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-Tebra 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 Tebra) 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 + Tebra 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 Tebra integration.
- Clio Manage and Tebra integration source code, module specs and credentials implementation.
- Our Clio Manage and Tebra integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Tebra — 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
- Tebra integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library