STEP 1
Connect Chatwoot 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.
Chatwoot and Clio Grow Integration
Connect Chatwoot and Clio Grow 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 Chatwoot and Clio Grow
Detailed info you need to know about Chatwoot and Clio Grow integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Chatwoot to Clio Grow
Set up your Chatwoot and Clio Grow integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Chatwoot and Clio Grow 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 Chatwoot and Clio Grow. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Chatwoot and Clio Grow work in WEXTL?
WEXTL exposes actions and triggers for Chatwoot 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.
Chatwoot triggersClio Grow actions
Chatwoot modules
- Add an Agent to an InboxAdds an agent to a specified inbox.
- Assign a ConversationAssigns a team or a member to a conversation.
- Create a ContactCreates a new contact.
- Create a ConversationCreates a new conversation.
- Create a MessageCreates a new message in the system.
- Create an InboxCreates a new inbox.
- Create a UserCreates a new account user.
- Delete a ContactDeletes a single contact.
- Delete a MessageDeletes a single message from a conversation by ID.
- Get a ContactRetrieves a single contact.
- Get a ConversationRetrieves a single conversation.
- Get an Account ReportReturns an account report for a specific metric.
- Get an InboxRetrieves a single inbox's details.
- Label a ConversationAdds labels to a conversation.
- List Contact ConversationsRetrieves a list of conversations for a contact.
- List ContactsRetrieves a list of contacts from an account.
- List InboxesRetrieves a list of inboxes.
- List MessagesRetrieves a list of messages from a specified conversation.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search ConversationsSearches for conversations.
- Update a ContactUpdates an existing contact.
- Update a ConversationUpdates an existing conversation.
- Update a Conversation Custom AttributesUpdates existing custom attributes for a conversation.
- Update a Conversation PriorityUpdates an existing conversation priority in a given service.
- Update a Conversation StatusUpdates an existing conversation status.
- Update an InboxUpdates an existing inbox by ID.
- Watch EventsTriggers when a specific event occurs.
Clio Grow modules
- Create a Contact NoteCreates a new note on a contact in Clio Grow.
- Create a Custom ActionCreates a new custom action that links to your target URL from the Clio Grow interface.
- Create a Lead SourceCreates a new lead source in the Clio Grow account.
- Create a LocationCreates a new location in the Clio Grow account.
- Create a Matter TypeCreates a new matter type in the Clio Grow account.
- Create an Inbox LeadCreates a new lead in the Clio Grow lead inbox.
- Delete a Custom ActionDeletes a custom action from Clio Grow by its ID.
- Get a ContactRetrieves a single contact from Clio Grow by its ID.
- Get a LocationRetrieves a single location from Clio Grow by its ID.
- Get a MatterRetrieves a single matter from Clio Grow by its ID.
- Get a Matter TypeRetrieves a single matter type from Clio Grow by its ID.
- Get an Inbox LeadRetrieves a single lead from the Clio Grow lead inbox by its ID.
- Get Current UserRetrieves the Clio Grow user that owns the connected account.
- List Contact NotesRetrieves the notes saved on a Clio Grow contact.
- List ContactsSearches the contacts in Clio Grow and returns the matching entries.
- List Custom ActionsRetrieves the custom actions configured in Clio Grow.
- List Inbox LeadsRetrieves the leads in the Clio Grow lead inbox for a selected state.
- List Lead SourcesRetrieves the lead sources of the Clio Grow account.
- List LocationsRetrieves the locations of the Clio Grow account.
- List Matter NotesRetrieves the notes saved on a Clio Grow matter.
- List MattersSearches the matters in Clio Grow and returns the matching entries.
- List Matter TypesRetrieves the matter types of the Clio Grow account.
- List UsersRetrieves the users of the Clio Grow account.
- Make an API CallSends a custom authorized request to the Clio Platform API.
- Watch ContactsTriggers when a new contact is created in Clio Grow.
- Watch Custom ActionsTriggers when a new custom action is created in Clio Grow.
- Watch Inbox LeadsTriggers when a new lead arrives in the Clio Grow lead inbox.
- Watch Lead SourcesTriggers when a new lead source is created in Clio Grow.
- Watch LocationsTriggers when a new location is created in Clio Grow.
- Watch MattersTriggers when a new matter is created in Clio Grow.
- Watch UsersTriggers when a new user is added to Clio Grow.
Frequently asked questions
Common questions about connecting Chatwoot and Clio Grow.
Connect your Chatwoot 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]
Example: when Chatwoot's "Watch Events" fires, WEXTL can "Create a Contact Note" in Clio Grow. Chatwoot has 1 trigger (including Watch Events); 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]
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. Chatwoot-to-Clio Grow 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 Chatwoot (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]
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 Chatwoot + 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 Chatwoot and Clio Grow integration.
- Chatwoot and Clio Grow integration source code, module specs and credentials implementation.
- Our Chatwoot and Clio Grow integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Chatwoot and Clio Grow — 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.
- Chatwoot integration information
- Clio Grow integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library