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Clio Grow and CommBox Integration

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

Build support workflows between Clio Grow and CommBox on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.

Integration guide
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Learn about Clio Grow and CommBox

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

  • Clio Grow

    • Support
    • 7 triggers
    • 16 searches
    • 8 actions

    Manage contacts, matters, inbox leads, lead sources, and locations in Clio Grow client intake. [5]

  • CommBox

    • Support
    • 2 triggers
    • 13 searches
    • 31 actions

    Omnichannel customer engagement platform for managing conversations, agents, teams and messaging campaigns. [6]

How to connect Clio Grow to CommBox

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

  1. STEP 1

    Connect Clio Grow and CommBox

    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 Clio Grow and CommBox 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 Clio Grow and CommBox. Use filters or leverage a JS custom code step in between — everything is on the canvas.

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

WEXTL exposes actions and triggers for Clio Grow and CommBox 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 Grow triggersCommBox actions

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.

CommBox modules

  • Add a Manager Profile Adds or changes the profiles of a specific agent or admin.
  • Add a Remark Log Adds a remark log entry to a conversation.
  • Add an Activity Log Adds an activity log entry to a conversation.
  • Assign a Manager Assigns a conversation to a specific agent.
  • Create a Child Object Posts a message (child object) in a conversation on behalf of an agent.
  • Create a Form Link Creates a link to an organization form that the customer can fill in or sign.
  • Create a Manager Creates a new agent or admin.
  • Create a Predefined Form Link Creates a link to a blank form overlaid onto the given PDF or image.
  • Create a Tag Creates a new tag.
  • Create a Team Creates a new team.
  • Create an Object Creates a conversation in the given channel and returns its object ID.
  • Delete a Custom Indicator Removes a custom indicator from a conversation.
  • Delete a Manager Deletes a specific agent or admin.
  • Delete a Manager Profile Removes a profile from a specific agent or admin.
  • Delete a Tag Deletes a tag.
  • Delete a Team Deletes a team by ID.
  • Get a Manager Retrieves information about a specific agent or admin.
  • Get a Manager Presence Retrieves the presence status of a specific agent.
  • Get a User Retrieves information about a customer.
  • Get an Object Retrieves the details of a specific conversation.
  • List Management Assignments Lists the conversations assigned to a specific agent or admin.
  • List Manager Profiles Lists all manager profiles.
  • List Managers Lists all agents and admins on the account.
  • List Object Activities Lists the activities of a conversation.
  • List Object Transcripts Retrieves the transcript of a specific conversation.
  • List Stream Objects Lists the conversations in a stream (channel).
  • List Tag Groups Lists all tag groups on the account.
  • List Tags Lists all tags on the account or brand.
  • List Teams Lists all teams and their IDs.
  • Make an API Call Sends a custom authorized request to the CommBox API.
  • Send a Campaign Sends a campaign to its recipients.
  • Send a WhatsApp Template Sends a WhatsApp template message.
  • Send a WhatsApp Template from Emarsys Sends a WhatsApp template message generated by Emarsys through WhatsApp Business.
  • Send an Initial SMS Sends the first text message of a conversation to the customer.
  • Send an SMS Sends a text message to the customer.
  • Set a Custom Indicator Shows an indicator icon at the top of the conversation to alert the agent.
  • Set Object Content Sets the content of a conversation object.
  • Set Object Status Sets the status of a conversation.
  • Unassign a Manager Removes the agent assigned to a conversation.
  • Update a Manager Updates an agent or admin by ID.
  • Update a Tag Changes the name or content of a tag.
  • Update a Team Changes the name of a team.
  • Update a User Updates customer information shown in the Customer Info pane.
  • Validate a WhatsApp Account Checks whether a WhatsApp account is valid.
  • Watch Stream Objects Triggers when a new object appears in a stream.
  • Watch Teams Triggers when a new team is created.

Explore alternative integrations

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

Automate Clio Grow and CommBox on WEXTL®

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Frequently asked questions

Common questions about connecting Clio Grow and CommBox.

How do I connect Clio Grow and CommBox?

Connect your Clio Grow and CommBox 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 Clio Grow and CommBox?

Example: when Clio Grow's "Watch Contacts" fires, WEXTL can "Add a Manager Profile" in CommBox. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); CommBox has 44 actions (including Add a Manager Profile, Add a Remark Log, and Add an Activity Log). Add filters and transforms between steps when you need them. [1]

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

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 Clio Grow and CommBox?

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

Does Clio Grow integrate with CommBox in real time?

Yes. Trigger-based automations start the moment Clio Grow (or CommBox) 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 Clio Grow + CommBox 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 Clio Grow with CommBox?

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

  1. Clio Grow and CommBox integration source code, module specs and credentials implementation.
  2. Our Clio Grow and CommBox integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Clio Grow and CommBox — 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. Clio Grow integration information
  6. CommBox integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

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

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