STEP 1
Connect Clio Grow and DaySmart Vet
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Clio Grow and DaySmart Vet Integration
Build support workflows between Clio Grow and DaySmart Vet 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.
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Learn about Clio Grow and DaySmart Vet
Detailed info you need to know about Clio Grow and DaySmart Vet integrations in WEXTL. Explore which modules apps support and how you connect them.
Clio Grow
Manage contacts, matters, inbox leads, lead sources, and locations in Clio Grow client intake. [5]
DaySmart Vet
Cloud veterinary practice management for scheduling, records, and client communication. [6]
How to connect Clio Grow to DaySmart Vet
Set up your Clio Grow and DaySmart Vet integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and DaySmart Vet 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 Clio Grow and DaySmart Vet. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and DaySmart Vet work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and DaySmart Vet 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 triggersDaySmart Vet actions
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.
DaySmart Vet modules
- Cancel a Wellness PlanCancels a wellness plan for a user or customer.
- Create a ClientCreates a client in the system.
- Create an AppointmentCreates an appointment in the specified calendar.
- Create a PatientCreates a new patient record in the system.
- Create a PaymentCreates a payment within the payment processing service.
- Create a Wellness PlanCreates a wellness plan based on specific criteria or preferences.
- Get a ClientRetrieves the information of a client from the service.
- Get an AppointmentRetrieves an appointment from the service based on specified criteria.
- Get an Inventory AdjustmentRetrieves details of a specific inventory adjustment.
- Get an Inventory ItemRetrieves information about a specific inventory item.
- Get an Inventory PurchaseRetrieves details of an inventory purchase by its ID.
- Get a PatientRetrieves information about a specific patient based on their ID or other identifiers.
- Get AppointmentsRetrieves scheduled appointments for a user or service.
- Get a Wellness PlanRetrieves a wellness plan based on specified criteria or user needs.
- Get ClientsRetrieves a list of clients from the service.
- Get ContactsRetrieves contacts from the service.
- Get Inventory AdjustmentsRetrieves inventory adjustments for a specified range or criteria.
- Get Inventory ItemsRetrieves inventory items from the specified source.
- Get Inventory PurchasesRetrieves inventory purchases from a specified source.
- Get InvoicesRetrieves invoices from a service.
- Get Medical NotesRetrieves medical notes from the service.
- Get PatientsRetrieves a list of patients from the database.
- Get PaymentsRetrieves payment details from the service.
- Get Staff MembersRetrieves information about staff members from the service.
- Get Time SheetsRetrieves time sheets from the service.
- Get Wellness PlansRetrieves wellness plans based on specific criteria.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ClientUpdates the information of an existing client in the service.
- Update an AppointmentUpdates an appointment with new details.
- Update an Appointment StatusUpdates the status of an appointment in the system.
- Update a PatientUpdates a patient's information in the system.
- Update a Wellness PlanUpdates a wellness plan for a specific user.
- Watch AppointmentsTriggers when a new appointment is scheduled.
- Watch ClientsTriggers when a new client is created or an existing client is updated.
- Watch InventoriesTriggers when there is a change in the inventory data.
- Watch Inventory AdjustmentsTriggers when an inventory adjustment is made.
- Watch Inventory PurchasesTriggers when an inventory purchase is made.
- Watch InvoicesTriggers when a new invoice is created or an existing invoice is updated.
- Watch Medical NotesTriggers when a new medical note is created.
- Watch PatientsTriggers when a new patient is added or updated.
- Watch PaymentsTriggers when a new payment is made.
- Watch StaffsTriggers when a new staff member is added or updated in the system.
- Watch Time SheetsTriggers when a new time sheet is created.
- Watch Wellness PlansTriggers when a wellness plan is added or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and DaySmart Vet integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Clio Grow and DaySmart Vet.
Connect your Clio Grow and DaySmart Vet 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 Clio Grow's "Watch Contacts" fires, WEXTL can "Cancel a Wellness Plan" in DaySmart Vet. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); DaySmart Vet has 32 actions (including Cancel a Wellness Plan, Create a Client, and Create an Appointment). 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. Clio Grow-to-DaySmart Vet 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 Clio Grow (or DaySmart Vet) 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 Clio Grow + DaySmart Vet 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 DaySmart Vet integration.
- Clio Grow and DaySmart Vet integration source code, module specs and credentials implementation.
- Our Clio Grow and DaySmart Vet integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and DaySmart Vet — 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.
- Clio Grow integration information
- DaySmart Vet integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library