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Atomicwork and Clio Grow Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Keep Atomicwork and Clio Grow in sync by integrating their events and actions. When support events happen in Atomicwork, update the Clio Grow automatically - without any line of code in visual workflow builder.

Integration guide
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Learn about Atomicwork and Clio Grow

Detailed info you need to know about Atomicwork and Clio Grow integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Atomicwork

    • Support
    • 4 triggers
    • 9 searches
    • 12 actions

    Create and manage service requests, changes, assets and access grants in Atomicwork. [5]

  • Clio Grow

    • Support
    • 7 triggers
    • 16 searches
    • 8 actions

    Manage contacts, matters, inbox leads, lead sources, and locations in Clio Grow client intake. [6]

How to connect Atomicwork to Clio Grow

Set up your Atomicwork and Clio Grow integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect Atomicwork and Clio Grow

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected Atomicwork and Clio Grow nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between Atomicwork and Clio Grow. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between Atomicwork and Clio Grow work in WEXTL?

WEXTL exposes actions and triggers for Atomicwork and Clio Grow 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.

Atomicwork triggersClio Grow actions

Atomicwork modules

  • Add Workspace Member Adds workspace member.
  • Create a Grant Creates a grant.
  • Create a Policy Creates a policy.
  • Create a Problem Task Creates a problem task.
  • Create a Request Creates a request.
  • Create an Entitlement Creates an entitlement.
  • Create Change With File Uploads Creates a change with file upload.
  • Delete an Asset Deletes an asset.
  • Delete Workspace Member Deletes a workspace member.
  • Get a Problem Task Retrieves the details of a problem task.
  • Get an Asset Retrieves the details of an asset.
  • Get Change Retrieves the details of a change.
  • List Apps Returns a list of apps.
  • List Assets Returns a list of assets.
  • List Entitlements Returns a list of entitlements.
  • List Templates Returns a list of templates.
  • List Workspace Agent Group Members Returns a list of workspace agent group members.
  • List Workspace Agent Groups Returns a list of workspace agent groups.
  • Make an API Call Performs an arbitrary authorized API call to the Atomicwork API.
  • Revoke a Grant Revokes a grant.
  • Update a Grant Updates a grant.
  • Watch Apps Triggers when apps are added or changed.
  • Watch Templates Triggers when templates are added or changed.
  • Watch Workspace Agent Groups Triggers when workspace agent groups are added or changed.
  • Watch Workspace Agent Groups Members Triggers when workspace agent groups members are added or changed.

Clio Grow modules

  • Create a Contact Note Creates a new note on a contact in Clio Grow.
  • Create a Custom Action Creates a new custom action that links to your target URL from the Clio Grow interface.
  • Create a Lead Source Creates a new lead source in the Clio Grow account.
  • Create a Location Creates a new location in the Clio Grow account.
  • Create a Matter Type Creates a new matter type in the Clio Grow account.
  • Create an Inbox Lead Creates a new lead in the Clio Grow lead inbox.
  • Delete a Custom Action Deletes a custom action from Clio Grow by its ID.
  • Get a Contact Retrieves a single contact from Clio Grow by its ID.
  • Get a Location Retrieves a single location from Clio Grow by its ID.
  • Get a Matter Retrieves a single matter from Clio Grow by its ID.
  • Get a Matter Type Retrieves a single matter type from Clio Grow by its ID.
  • Get an Inbox Lead Retrieves a single lead from the Clio Grow lead inbox by its ID.
  • Get Current User Retrieves the Clio Grow user that owns the connected account.
  • List Contact Notes Retrieves the notes saved on a Clio Grow contact.
  • List Contacts Searches the contacts in Clio Grow and returns the matching entries.
  • List Custom Actions Retrieves the custom actions configured in Clio Grow.
  • List Inbox Leads Retrieves the leads in the Clio Grow lead inbox for a selected state.
  • List Lead Sources Retrieves the lead sources of the Clio Grow account.
  • List Locations Retrieves the locations of the Clio Grow account.
  • List Matter Notes Retrieves the notes saved on a Clio Grow matter.
  • List Matter Types Retrieves the matter types of the Clio Grow account.
  • List Matters Searches the matters in Clio Grow and returns the matching entries.
  • List Users Retrieves the users of the Clio Grow account.
  • Make an API Call Sends a custom authorized request to the Clio Platform API.
  • Watch Contacts Triggers when a new contact is created in Clio Grow.
  • Watch Custom Actions Triggers when a new custom action is created in Clio Grow.
  • Watch Inbox Leads Triggers when a new lead arrives in the Clio Grow lead inbox.
  • Watch Lead Sources Triggers when a new lead source is created in Clio Grow.
  • Watch Locations Triggers when a new location is created in Clio Grow.
  • Watch Matters Triggers when a new matter is created in Clio Grow.
  • Watch Users Triggers when a new user is added to Clio Grow.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Atomicwork and Clio Grow integrations. Pick any from the list below if the current combination isn't the one you need.

Automate Atomicwork and Clio Grow on WEXTL®

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Frequently asked questions

Common questions about connecting Atomicwork and Clio Grow.

How do I connect Atomicwork and Clio Grow?

Connect your Atomicwork and Clio Grow 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]

What can I automate between Atomicwork and Clio Grow?

Example: when Atomicwork's "Watch Apps" fires, WEXTL can "Create a Contact Note" in Clio Grow. Atomicwork has 4 triggers (including Watch Apps, Watch Templates, and Watch Workspace Agent Groups); Clio Grow has 24 actions (including Create a Contact Note, Create a Custom Action, and Create a Lead Source). Add filters and transforms between steps when you need them. [1]

Can Atomicwork trigger actions in Clio Grow, and Clio Grow in Atomicwork?

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]

Do I need to write code to integrate Atomicwork and Clio Grow?

No. Atomicwork-to-Clio Grow automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Atomicwork integrate with Clio Grow in real time?

Yes. Trigger-based automations start the moment Atomicwork (or Clio Grow) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Atomicwork + Clio Grow integration?

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.

Do I need a paid plan to connect Atomicwork with Clio Grow?

You can build your Atomicwork + Clio Grow 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 Atomicwork and Clio Grow integration.

  1. Atomicwork and Clio Grow integration source code, module specs and credentials implementation.
  2. Our Atomicwork and Clio Grow integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Atomicwork and Clio Grow — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Atomicwork integration information
  6. Clio Grow integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Atomicwork and Clio Grow integration page documentation. Used sources, AI's role, and how the team validates the result.

Explore Atomicwork and Clio Grow, or get started