STEP 1
Select Clio Grow in workflow
Pick Clio Grow app in the workflow builder [4] - just one click to select the app.
Clio Grow Integration
Manage contacts, matters, inbox leads, lead sources, and locations in Clio Grow client intake. Route Clio Grow tickets, replies, and customer issues into CRM, chat, and escalation workflows. When Watch Contacts arrives, automatically continue with Get a Contact or Get a Location.
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Clio Grow integration
Triggers can detect changes in Clio Grow and run actions that can create, search or modify data inside Clio Grow automatically [3] — exactly how you set them.
- 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.
- 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.
How to integrate Clio Grow in automation workflow?
3 simple steps to make your Clio Grow connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Clio Grow
When prompted, authorize access to Clio Grow in WEXTL once. Clio Grow credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Clio Grow account. Approve?
STEP 3
Build a workflow
Build your workflow with Clio Grow yourself or with WEXTL® AI Builder. Connect Clio Grow to any available integrations [5], or use HTTP node to go beyond them.
Clio Grow
How Clio Grow connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Clio Grow app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Clio Grow supports.
The following table illustrates what fields Clio Grow integration require during authorization flow inside our workflow builder [4].
Connect Clio Grow
Base URL*Text
••••••••
Client ID*Text
••••••••
Demonstration of Clio Grow connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Base URLRequired | select | Select the Clio production server for the applicable region. |
Client IDRequired | text | Create a developer application in your Clio developer account (https://docs.developers.clio.com/api-docs/clio-manage/applications/), then copy the Key shown in the application settings. This is your client ID. |
Client SecretRequired | password | In the same Clio developer application, copy the Secret shown in the application settings; this is your client secret. |
Connect Clio Grow to popular apps on WEXTL
Enter a name of the other app you want to sync with Clio Grow below. Click on selected app to explore integration options with Clio Grow. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Clio Grow integration
Select Watch Matters trigger from Clio Grow - this will be a starting point in your automation. Whenever event happens in Clio Grow, workflow will start [7] from Watch Matters node.
Search for Create a Matter Type, connect it as the next step of integration sequence. You can use filters between Watch Matters and Create a Matter Type, so only important data pass from Watch Matters to the next step. WEXTL gives you full control over the process of Clio Grow automation. All parts of workflow are visible on the canvas [4].
Clio Grow on WEXTL has 31 modules for crafting support automations. Explore Clio Grow documentation for more.
Clio Grow
Watch Matters
Clio Manage
Performs action
OR
Clio Manage
Triggers
Clio Grow
Create a Matter Type
Demonstration of how visual Clio Grow automation [6] looks in WEXTL.
Frequently asked questions
Common questions about automating Clio Grow in your workflows.
Clio Grow has 7 triggers, including "Watch Contacts", "Watch Custom Actions", and "Watch Inbox Leads", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 24 actions, including "Get a Contact", "Get a Location", and "Get a Matter", and more. Refer to our Clio Grow Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Clio Grow integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Clio Grow official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Clio Grow provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Clio Grow or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Clio Grow inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Clio Grow modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Clio Grow integration.
- Clio Grow integration source code, module specs and credentials implementation.
- Internal Clio Grow integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Clio Grow vendor API documentation — 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.
- WEXTL® Apps Library
- WEXTL® Clio Grow App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation