STEP 1
Connect Clio Manage and Zendesk Conversations
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 Zendesk Conversations Integration
Clio Manage
Zendesk Conversations
Demonstration of how apps are integrated in WEXTL workflow builder [4]
Build support workflows between Clio Manage and Zendesk Conversations 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 Zendesk Conversations
Detailed info you need to know about Clio Manage and Zendesk Conversations 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]
Zendesk Conversations
Handle messaging conversations through Zendesk Conversations. [6]
How to connect Clio Manage to Zendesk Conversations
Set up your Clio Manage and Zendesk Conversations integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Zendesk Conversations 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 Zendesk Conversations. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Zendesk Conversations work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Zendesk Conversations 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 triggersZendesk Conversations 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.
Zendesk Conversations modules
- Create a ClientCreate a client and link it to a channel.
- Create a ConversationCreate a conversation for the specified user(s).
- Create an AppCreates a new app.
- Create an IntegrationCreates a new integration.
- Delete a ConversationDelete an entire conversation record, along with its messages and attachments.
- Delete a MessageDelete a single message of a particular conversation.
- Delete a UserDelete a user, its clients and its conversation history.
- Delete All MessagesDelete all messages of a particular conversation.
- Delete an AppDeletes an existing app.
- Delete an AttachmentRemove an attachment uploaded to conversation.
- Delete an IntegrationDeletes an existing integration.
- Download Message RefDownload a message reference.
- Get a ConversationFetches an individual conversation.
- Get a UserFetches an individual user.
- Get an AppFetches an individual app.
- Get an IntegrationRetrieve an integration.
- Join a ConversationAdds a user to a conversation using their userId.
- Leave a ConversationRemoves a user from a conversation using their userId.
- List AppsReturns a list of apps.
- List ClientsGet all the clients for a particular user,.
- List ConversationsReturns a list of all conversations that a user is part of.
- List IntegrationsRetrieves a list of integrations.
- List MessagesList all messages for a particular conversation.
- List ParticipantsLists all the participants of a particular conversation.
- List UsersReturns a list of users.
- Make an API CallPerform an arbitrary authorized API request.
- Post MessageSend a message in a particular conversation.
- Remove a ClientRemove a particular client and unsubscribe it from all connected conversations.
- Update a ConversationUpdates a conversation record.
- Update a UserUpdates a user.
- Update an AppUpdates an app.
- Update an AttachmentUpload an attachment to conversations to use in future messages.
- Update an IntegrationUpdate certain fields of existing integrations.
- Watch ConversationsListen to new conversation events.
- Watch EventsListen to new webhook events.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Zendesk Conversations 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 Zendesk Conversations.
Connect your Clio Manage and Zendesk Conversations 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 Client" in Zendesk Conversations. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Zendesk Conversations has 33 actions (including Create a Client, Create a Conversation, and Create an App). 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-Zendesk Conversations 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 Zendesk Conversations) 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 + Zendesk Conversations 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 Zendesk Conversations integration.
- Clio Manage and Zendesk Conversations integration source code, module specs and credentials implementation.
- Our Clio Manage and Zendesk Conversations integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Zendesk Conversations — 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
- Zendesk Conversations integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library