Requirements
Before you set up the credential, make sure you have an active Clio Grow account and OAuth client credentials, granted by signing in with your account ready.[3]
Get your Clio Grow credentials
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Base URLselectRequired
Select the Clio production server for the applicable region.
[1] - Client IDtextRequired
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.
[1] - Client SecretpasswordRequired
In the same Clio developer application, copy the Secret shown in the application settings; this is your client secret.
[1]
Integration requests 11 permissions:
grow_lead_inbox_writegrow_lead_inbox_readgrow_custom_action_writegrow_custom_action_readgrow_matter_readgrow_matter_note_writegrow_matter_note_readgrow_contact_readgrow_contact_note_writegrow_contact_note_readgrow_user_read
Connect Clio Grow in WEXTL
- Log in to your WEXTL account, add the Clio Grow node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Clio Grow account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Clio Grow node modules
The list below is a reference of every Clio Grow node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Clio Grow node module below opens to reveal its input parameters, outputs, and connection requirements.
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Global ID | text |
Clio ID | number |
Name | text |
First name | text |
Last name | text |
Emails | array |
Phone numbers | array |
Type | text |
Status | text |
Matters | array |
Addresses | array |
Created at | date |
Updated at | date |
Custom field values | array |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Label | text |
Target URL | url |
Ui reference | url |
Created at | date |
Updated at | date |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
First name | text |
Last name | text |
Email | |
Phone number | text |
State | text |
Created at | date |
Updated at | date |
Marketing source | object |
ID | number |
Name | text |
Matter type | object |
ID | number |
Name | text |
Matter location | object |
ID | number |
Name | text |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Name | text |
Category | text |
Is editable | boolean |
Created at | date |
Updated at | date |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Name | text |
Created at | date |
Updated at | date |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Description | text |
Created at | date |
Updated at | date |
Clio ID | number |
Global ID | text |
Inbox lead ID | number |
Hired date | date |
Is locked | boolean |
Location | text |
Type | text |
Status | text |
Status category | text |
Client | object |
ID | number |
Full name | text |
Phone number | text |
Primary email | text |
Address | object |
Primary contact | object |
ID | number |
Full name | text |
Phone number | text |
Primary email | text |
Address | object |
Matter assignee ids | array |
Custom field values | array |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
First name | text |
Last name | text |
Email | |
Created at | date |
Updated at | date |
Account | object |
ID | number |
Firm name | text |
Input fields[3]
| Field | Type |
|---|---|
Matter IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Description | text |
Created at | date |
Updated at | date |
Clio ID | number |
Global ID | text |
Inbox lead ID | number |
Hired date | date |
Is locked | boolean |
Location | text |
Type | text |
Status | text |
Status category | text |
Client | object |
ID | number |
Full name | text |
Phone number | text |
Primary email | text |
Address | object |
Primary contact | object |
ID | number |
Full name | text |
Phone number | text |
Primary email | text |
Address | object |
Matter assignee ids | array |
Custom field values | array |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
First name | text |
Last name | text |
Email | |
Created at | date |
Updated at | date |
Account | object |
ID | number |
Firm name | text |
Input fields[3]
| Field | Type |
|---|---|
Query | text |
Created since | date |
Updated since | date |
Resource IDs | choice |
Include | choice |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Global ID | text |
Clio ID | number |
Name | text |
First name | text |
Last name | text |
Emails | array |
Phone numbers | array |
Type | text |
Status | text |
Matters | array |
Addresses | array |
Created at | date |
Updated at | date |
Custom field values | array |
Input fields[3]
| Field | Type |
|---|---|
StateRequired | choice |
Query | text |
Created since | date |
Updated since | date |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
First name | text |
Last name | text |
Email | |
Phone number | text |
State | text |
Created at | date |
Updated at | date |
Marketing source | object |
ID | number |
Name | text |
Matter type | object |
ID | number |
Name | text |
Matter location | object |
ID | number |
Name | text |
Input fields[3]
| Field | Type |
|---|---|
Created Since | date |
Updated Since | date |
Matters IDs | choice |
Include | choice |
Inbox Lead ID | choice |
Submitted Only | boolean |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Description | text |
Created at | date |
Updated at | date |
Clio ID | number |
Global ID | text |
Inbox lead ID | number |
Hired date | date |
Is locked | boolean |
Location | text |
Type | text |
Status | text |
Status category | text |
Client | object |
ID | number |
Full name | text |
Phone number | text |
Primary email | text |
Address | object |
Primary contact | object |
ID | number |
Full name | text |
Phone number | text |
Primary email | text |
Address | object |
Matter assignee ids | array |
Custom field values | array |
Input fields[3]
| Field | Type |
|---|---|
Contact IDRequired | choice |
SubjectRequired | text |
BodyRequired | text |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Global ID | text |
Clio ID | number |
Name | text |
First name | text |
Last name | text |
Emails | array |
Phone numbers | array |
Type | text |
Status | text |
Matters | array |
Addresses | array |
Created at | date |
Updated at | date |
Custom field values | array |
Input fields[3]
| Field | Type |
|---|---|
First nameRequired | text |
Last nameRequired | text |
From messageRequired | text |
Referring URLRequired | text |
From sourceRequired | text |
Email | text |
Phone number | text |
Marketing source | object |
Source ID | choice |
Matter type | object |
Matter Type ID | choice |
Matter location | object |
Location ID | choice |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
First name | text |
Last name | text |
Email | |
Phone number | text |
State | text |
Created at | date |
Updated at | date |
Marketing source | object |
ID | number |
Name | text |
Matter type | object |
ID | number |
Name | text |
Matter location | object |
ID | number |
Name | text |
Input fields[3]
| Field | Type |
|---|---|
Custom Action IDRequired | choice |
Templates
Look for Clio Grow templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Clio Manage[2]Manage matters, contacts, tasks, billing, documents, and calendars in Clio Manage legal practice management.
- DaySmart VetCloud veterinary practice management for scheduling, records, and client communication.
- CharmHealthCloud EHR for patients, appointments, encounters, and clinical records.
- CharlaAI chatbot and live-chat platform for contacts, articles, and conversations.
- ChatlingAI customer-service agent for chatbot contacts and conversations.
References
- WEXTL® Clio Grow Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Clio Grow.
- WEXTL® visual workflow builder data.
Last updated: Oct 18, 2026 14:28