STEP 1
Connect Clio Manage and TOPdesk
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 TOPdesk Integration
Build support workflows between Clio Manage and TOPdesk 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 TOPdesk
Detailed info you need to know about Clio Manage and TOPdesk 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 TOPdesk
Set up your Clio Manage and TOPdesk integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and TOPdesk 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 TOPdesk. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and TOPdesk work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and TOPdesk 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 triggersTOPdesk 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.
TOPdesk modules
- Archive a LocationArchives a specific location from the system.
- Archive a LocationArchives a location partially.
- Archive an AssetArchives an asset by moving it to the archival storage.
- Copy an AssetCopies an asset from a source location to a destination.
- Create a Custom Task NotificationCreates a notification for a custom task.
- Create a PersonCreates a person record in the system.
- Create a ServiceCreates a new service entry in the system.
- Create an AssetCreates an asset in the specified service.
- Create an IncidentCreates an incident in the system.
- Create an OperatorCreates a new operator in the system.
- Create LocationCreates a new location within the system.
- Delete an EmailDeletes an email from the user's mailbox.
- Delete AssetsDeletes assets in bulk from the service.
- Filter AssetsFilters assets based on specified criteria using a POST request.
- Get a Current PersonGets the current person's information.
- Get a Person CountRetrieves the total number of persons in a specified context.
- Get a ServiceRetrieves a specific service based on the provided criteria.
- Get a Service WindowRetrieves a service window based on specified criteria.
- Get a Supplier by IDRetrieves a supplier using their unique ID.
- Get a TOPdesk Product VersionRetrieves the version of a TOPdesk product.
- Get an AssetRetrieves details of a specific asset by its ID.
- Get an Email by IDRetrieves an email by its ID.
- Get an Incident by IDRetrieves details of an incident using its ID.
- Get an Incident by NumberRetrieves an incident by its unique number for detailed information.
- Get an Operator by IDRetrieves an operator using their ID.
- Get API VersionRetrieves the current version of the API in use.
- Get Asset Current History ItemsRetrieves the current history items of an asset.
- Get Asset Past History ItemsRetrieves past history items for a specified asset.
- Get Current Operator IDGets the current operator's ID.
- Get Linked Assets of ServiceRetrieves linked assets associated with a service.
- Get Location by IDRetrieves a location using the specified ID.
- Get Optional Searchlist ValuesRetrieves optional values from a search list.
- Get Supplier by IDRetrieves a supplier's information using their ID.
- Link Assets to a ServiceLinks assets to a specific service identified by the user.
- List Archiving ReasonsRetrieves a list of archiving reasons.
- List AssetsRetrieves a list of assets from the service.
- List CategoriesRetrieves a list of all categories available in the service.
- List IncidentsRetrieves a list of incidents.
- List LocationsRetrieves data of multiple locations.
- List OperatorsRetrieves a list of operators from the service.
- List PersonsRetrieves a list of persons from the service.
- List Service WindowsRetrieves a list of service windows from the system.
- List ServicesRetrieves a list of services.
- List SuppliersRetrieves a list of suppliers from the service.
- List Time Spent ReasonsLists the reasons for time spent entries.
- Lookup SuppliersSearches for suppliers based on specified criteria.
- Make an API CallMakes an arbitrary call to the API.
- SearchSearches for the specified data.
- Unarchive a LocationRestores a previously archived location to its original state.
- Unarchive a LocationUnarchives a specified location.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and TOPdesk 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 TOPdesk.
Connect your Clio Manage and TOPdesk 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 "Archive a Location" in TOPdesk. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); TOPdesk has 63 actions (including Archive a Location, Archive a Location, and Archive an Asset). 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-TOPdesk 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 TOPdesk) 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 + TOPdesk 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 TOPdesk integration.
- Clio Manage and TOPdesk integration source code, module specs and credentials implementation.
- Our Clio Manage and TOPdesk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and TOPdesk — 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
- TOPdesk integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library