STEP 1
Connect Clio Manage and Zanda Health
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 Zanda Health Integration
Build support workflows between Clio Manage and Zanda Health 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 Zanda Health
Detailed info you need to know about Clio Manage and Zanda Health 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]
Zanda Health
Practice management platform for allied health professionals, offering appointment scheduling, client records, invoicing, and payments. [6]
How to connect Clio Manage to Zanda Health
Set up your Clio Manage and Zanda Health integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Zanda Health 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 Zanda Health. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Zanda Health work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Zanda Health 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 triggersZanda Health 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.
Zanda Health modules
- Get AppointmentRetrieves a single appointment by its ID.
- Get Billable ItemRetrieves a single billable item by its ID.
- Get Client Primary PractitionerRetrieves the primary practitioner assigned to a given client.
- Get Client ProfileRetrieves a client's full profile by their ID.
- Get Custom CategoryRetrieves a single custom category by its ID.
- Get Custom StatusRetrieves a single custom appointment status by its ID.
- Get GenderRetrieves a single gender option by its ID.
- Get Gender IdentityRetrieves a single gender identity option by its ID.
- Get InsurerRetrieves a single insurer record by its ID.
- Get InvoiceRetrieves a single invoice by its ID.
- Get LocationRetrieves a single practice location by its ID.
- Get PaymentRetrieves a single payment record by its ID.
- Get Payment MethodRetrieves a single payment method by its ID.
- Get PractitionerRetrieves a single practitioner record by their ID.
- Get ReferralRetrieves a single referral record by its ID.
- Get SexRetrieves a single sex option by its ID.
- List AppointmentsReturns a list of appointments matching the specified filters.
- List Billable ItemsReturns a list of billable items available in the account.
- List Client ProfilesReturns a list of client profiles matching the specified criteria.
- List Custom CategoriesReturns a list of all custom categories defined in the account.
- List Custom StatusesReturns a list of all custom appointment statuses defined in the account.
- List Gender IdentitiesReturns a list of all gender identity options available in the account.
- List GendersReturns a list of all gender options available in the account.
- List InsurersReturns a list of all insurers configured in the account.
- List InvoicesReturns a list of invoices matching the specified filters.
- List LocationsReturns a list of all practice locations in the account.
- List Payment MethodsReturns a list of all payment methods available in the account.
- List PaymentsReturns a list of payments matching the specified filters.
- List PractitionersReturns a list of all practitioners in the account.
- List ReferralsReturns a list of referral records matching the specified filters.
- List Sex OptionsReturns a list of all sex options available in the account.
- Make an API CallExecutes an arbitrary authenticated request to the Zanda Health API.
- Watch AppointmentsTriggers when new or updated appointments are detected.
- Watch BillablesTriggers when new or updated billable items are detected.
- Watch Client ProfilesTriggers when new or updated client profiles are detected.
- Watch Custom CategoriesTriggers when new or updated custom categories are detected.
- Watch Custom StatusesTriggers when new or updated custom statuses are detected.
- Watch Gender IdentitiesTriggers when new or updated gender identity options are detected.
- Watch GendersTriggers when new or updated gender options are detected.
- Watch InsurersTriggers when new or updated insurer records are detected.
- Watch InvoicesTriggers when new or updated invoices are detected.
- Watch LocationsTriggers when new or updated practice locations are detected.
- Watch Payment MethodsTriggers when new or updated payment methods are detected.
- Watch PaymentsTriggers when new or updated payment records are detected.
- Watch PractitionersTriggers when new or updated practitioner records are detected.
- Watch ReferralsTriggers when new or updated referral records are detected.
- Watch Sex OptionsTriggers when new or updated sex options are detected.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Zanda Health 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 Zanda Health.
Connect your Clio Manage and Zanda Health 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 "Get Appointment" in Zanda Health. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Zanda Health has 32 actions (including Get Appointment, Get Billable Item, and Get Client Primary Practitioner). 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-Zanda Health 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 Zanda Health) 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 + Zanda Health 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 Zanda Health integration.
- Clio Manage and Zanda Health integration source code, module specs and credentials implementation.
- Our Clio Manage and Zanda Health integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Zanda Health — 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
- Zanda Health integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library