STEP 1
Connect Clio Manage and Zingtree
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 Zingtree Integration
Keep Clio Manage and Zingtree in sync by integrating their events and actions. When support events happen in Clio Manage, update the Zingtree automatically - without any line of code in visual workflow builder.
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Learn about Clio Manage and Zingtree
Detailed info you need to know about Clio Manage and Zingtree 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 Zingtree
Set up your Clio Manage and Zingtree integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Zingtree 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 Zingtree. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Zingtree work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Zingtree 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 triggersZingtree 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.
Zingtree modules
- Add a TagSets or updates tags for an agent.
- Add an AgentAdds an agent to your organization.
- Delete a File UploadDeletes an uploaded file from the Zingtree server.
- Delete Form DataDeletes any form data entered into Zingtree during a session.
- Freeze a SessionFreezes a session to prevent further updates or interactions.
- Get Form DataRetrieves submitted form data associated with sessions or workflows.
- Get Session DataRetrieves detailed information for a specific session.
- Get Session DataRetrieves raw, unprocessed session data.
- Get Session NotesRetrieves notes attached to a session.
- Get Tree VariablesRetrieves variables associated with a tree.
- List Agent SessionsRetrieves sessions associated with a specific agent.
- List Event LogsRetrieves logs of system events, activities, and interactions.
- List TagsRetrieves all available tags used across the system.
- List Tree SessionsRetrieves sessions associated with a specific tree.
- List Tree SessionsRetrieves sessions based on the most recent interaction within a tree.
- List Tree StructuresRetrieves the hierarchical structure of a tree.
- List Tree TagsRetrieves all available tree tags.
- List Tree TagsRetrieves all available tree tags.
- List TreesRetrieves all available trees.
- Perform an Authorized RequestExecutes an API call with proper authorization.
- Remove an AgentRemoves an agent from your organization.
- Search TreesSearches for trees using filters or keywords.
- Watch Agent SessionsTriggers when there is a new agent session.
- Watch Event LogsTriggers when new event logs are created.
- Watch Tree SessionsTriggers when a tree session is created.
- Watch Tree Sessions Last ClickedTriggers when a tree session is last clicked.
- Watch Tree StructureTriggers when a tree structure is watched.
- Watch TreesTriggers when new tree data is available.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Zingtree 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 Zingtree.
Connect your Clio Manage and Zingtree 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 a Tag" in Zingtree. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Zingtree has 22 actions (including Add a Tag, Add an Agent, and Delete a File Upload). 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-Zingtree 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 Zingtree) 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 + Zingtree 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 Zingtree integration.
- Clio Manage and Zingtree integration source code, module specs and credentials implementation.
- Our Clio Manage and Zingtree integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Zingtree — 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
- Zingtree integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library