STEP 1
Connect Clio Manage and Zammad
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 Zammad Integration
Keep Clio Manage and Zammad in sync by integrating their events and actions. When support events happen in Clio Manage, update the Zammad automatically - without any line of code in visual workflow builder.
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Learn about Clio Manage and Zammad
Detailed info you need to know about Clio Manage and Zammad 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 Zammad
Set up your Clio Manage and Zammad integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Zammad 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 Zammad. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Zammad work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Zammad 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 triggersZammad 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.
Zammad modules
- Add Knowledge Base Answer AttachmentUploads a file to a knowledge base answer.
- Add Ticket LinkLinks two tickets.
- Add Ticket MentionSubscribes a user to a ticket.
- Add Ticket TagAdds a tag to a ticket.
- Archive Knowledge Base AnswerArchives a knowledge base answer.
- Create Access TokenCreates an API access token for the connected user.
- Create CalendarCreates a business-hours calendar for SLA timing.
- Create ChecklistAdds a checklist to a ticket, optionally from a template.
- Create Checklist ItemAdds an item to a checklist.
- Create Checklist TemplateCreates a checklist template.
- Create Data Privacy TaskStarts the deletion of a user together with their tickets.
- Create GroupCreates a ticket group.
- Create Knowledge Base AnswerCreates a knowledge base answer in a category.
- Create Knowledge Base CategoryCreates a knowledge base category.
- Create Object Manager AttributeCreates a custom field on tickets, users, organizations, or groups.
- Create OrganizationCreates an organization.
- Create RoleCreates a user role with permissions and group access.
- Create Shared DraftCreates or replaces the shared draft of a ticket.
- Create SLACreates a service level agreement.
- Create TagCreates a tag in the admin tag list.
- Create TicketCreates a ticket with its first article.
- Create Ticket ArticleAdds an article, such as a reply or a note, to a ticket.
- Create Ticket PriorityCreates a ticket priority.
- Create Ticket StateCreates a ticket state.
- Create Time Accounting EntryRecords time spent on a ticket.
- Create UserCreates a customer, agent, or admin user.
- Delete Access TokenRevokes an API access token of the connected user.
- Delete All Online NotificationsDeletes every in-app notification of the connected user.
- Delete CalendarDeletes a business-hours calendar.
- Delete ChecklistDeletes a checklist from a ticket.
- Delete Checklist ItemDeletes an item from a checklist.
- Delete Checklist TemplateDeletes a checklist template.
- Delete GroupDeletes a ticket group that has no tickets.
- Delete Knowledge Base AnswerDeletes a knowledge base answer.
- Delete Knowledge Base Answer AttachmentRemoves a file from a knowledge base answer.
- Delete Knowledge Base CategoryDeletes a knowledge base category.
- Delete Object Manager AttributeDeletes a custom field.
- Delete Online NotificationDeletes an in-app notification.
- Delete OrganizationDeletes an organization that has no references.
- Delete Shared DraftDeletes the shared draft of a ticket.
- Delete SLADeletes a service level agreement.
- Delete TagDeletes a tag and removes it from every ticket.
- Delete TicketPermanently deletes a ticket with its articles and attachments.
- Delete Ticket MentionUnsubscribes the connected user from a ticket.
- Delete Ticket PriorityDeletes a ticket priority that no ticket uses.
- Delete Ticket StateDeletes a ticket state that no ticket uses.
- Delete Time Accounting EntryDeletes a time entry from a ticket.
- Delete UserPermanently deletes a user.
- Execute Object Manager MigrationsApplies pending custom field changes to the database.
- Get Audit LogReturns a single audit log entry.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Zammad 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 Zammad.
Connect your Clio Manage and Zammad 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 Knowledge Base Answer Attachment" in Zammad. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Zammad has 136 actions (including Add Knowledge Base Answer Attachment, Add Ticket Link, and Add Ticket Mention). 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-Zammad 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 Zammad) 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 + Zammad 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 Zammad integration.
- Clio Manage and Zammad integration source code, module specs and credentials implementation.
- Our Clio Manage and Zammad integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Zammad — 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
- Zammad integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library