STEP 1
Connect Clio Manage and Zenoti
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 Zenoti Integration
Connect Clio Manage and Zenoti to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Clio Manage and Zenoti
Detailed info you need to know about Clio Manage and Zenoti 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 Zenoti
Set up your Clio Manage and Zenoti integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Zenoti 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 Zenoti. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Zenoti work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Zenoti 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 triggersZenoti 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.
Zenoti modules
- Add Invoice ProductAdds a product to an invoice.
- Add to QueueAdds a guest or a group of guests to the queue.
- Cancel a MembershipCancels a guest membership.
- Check In an AppointmentMarks an appointment as checked-in.
- Check In an EmployeeChecks in an employee in the system.
- Check Out an EmployeeChecks out an employee from the system, marking the end of their work period.
- Close an InvoiceCloses an invoice.
- Confirm a Service BookingConfirms a service booking.
- Create a Blockout TimeCreates a blockout time for an employee.
- Create a GuestCreates a new guest.
- Create a Guest FormCreates a guest form for collecting visitor information.
- Create a Guest NoteCreates a note for a guest.
- Create a Recurring BlockoutCreates a recurring room blockout time.
- Create a Room Blockout TimeCreates a blockout time for a room.
- Create a Service BookingCreates a service booking in the system.
- Create an EmployeeAdds an employee with catalog information.
- Create an InvoiceCreates an invoice for products.
- Create an OpportunityCreates a new opportunity in the specified service.
- Create an Opportunity NoteAdds a note to an opportunity.
- Delete a Blockout TimeRemoves a blockout time of an employee.
- Delete a Guest NoteDeletes a guest note from the system.
- Delete a Room Blockout TimeRemoves a room blockout time from the schedule.
- Delete an Invoice ProductDeletes a product from an invoice.
- Freeze a MembershipFreezes a guest membership.
- Get a GuestRetrieves guest details from the service.
- Get a Guest FormRetrieves a guest form from the service.
- Get a Guest NoteRetrieves a guest note from the service.
- Get a Room Blockout TimeRetrieves a blockout time of a room.
- Get an AppointmentRetrieves appointment details.
- Get an EmployeeRetrieves employee details with payroll information.
- Get an Employee Blockout TimeRetrieves a blockout time of an employee.
- Get an InvoiceRetrieves invoice details.
- Get an OpportunityRetrieves an opportunity.
- Get AppointmentsRetrieves the appointments of a center.
- Get Available SlotsRetrieves available slots for a service booking.
- Get Center Wait TimesRetrieves the wait times of a center.
- Get Employee Blockout TimesRetrieves the blockout times of an employee.
- Get Guest AppointmentsRetrieves all appointments of a guest.
- Get Guest CouponsRetrieves all coupons for a specific guest.
- Get Guest MembershipsRetrieves memberships of a guest.
- Get Guest NotesRetrieves the notes of a guest.
- Get Loyalty PointsRetrieves earned and redeemed loyalty points of a guest.
- Get OpportunitiesReturns a single opportunities.
- Get Opportunity NotesRetrieves notes of an opportunity.
- Get Pending Membership AmountRetrieves the pending membership collection amount of a guest.
- Get Queue AppointmentsRetrieves appointments that are currently in the queue.
- Get Room Blockout TimesRetrieves blockout times of a room.
- Get Stylist Wait TimesRetrieves wait times of stylists for a service.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark an Appointment as No-ShowMarks an appointment as a no-show.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Zenoti 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 Zenoti.
Connect your Clio Manage and Zenoti 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 Invoice Product" in Zenoti. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Zenoti has 63 actions (including Add Invoice Product, Add to Queue, and Cancel a Membership). 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-Zenoti 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 Zenoti) 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 + Zenoti 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 Zenoti integration.
- Clio Manage and Zenoti integration source code, module specs and credentials implementation.
- Our Clio Manage and Zenoti integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Zenoti — 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
- Zenoti integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library