STEP 1
Connect Clio Grow and Dentally
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 Dentally Integration
Connect Clio Grow and Dentally 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 Clio Grow and Dentally
Detailed info you need to know about Clio Grow and Dentally integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Dentally
Set up your Clio Grow and Dentally integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Dentally 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 Dentally. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Dentally work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Dentally 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 triggersDentally 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.
Dentally modules
- Create an AppointmentCreates an appointment in the scheduling system.
- Create a PaymentCreates a payment transaction.
- Delete an AppointmentDeletes an appointment from the system.
- Delete a PaymentDeletes a payment record from the system.
- Get an AppointmentRetrieves an appointment by specifying its details.
- Get an InvoiceRetrieves an invoice based on the provided ID or criteria.
- Get a PaymentRetrieves details of a specific payment.
- Get a RoomRetrieves information about a specific room based on given criteria.
- Get a SiteRetrieves a site from the service using its unique ID.
- Get a TreatmentRetrieves information about a specific treatment.
- Get a Treatment AppointmentRetrieves details of a treatment appointment from the system.
- Get a Treatment PlanRetrieves a treatment plan for a specified patient or condition.
- Get a UserRetrieves a user's information from the service.
- Get a Waiting ListRetrieves a waiting list from the service.
- List AppointmentsRetrieves all appointments from the service.
- List Invoice ItemsRetrieves all invoice items.
- List InvoicesRetrieves all invoices.
- List PaymentsRetrieves all payments.
- List RoomsRetrieves all rooms.
- List Session AppointmentsRetrieves all session appointments.
- List SitesRetrieves all the sites.
- List Treatment AppointmentsRetrieves all treatment appointments.
- List Treatment PlansRetrieves all treatment plans.
- List TreatmentsRetrieves all treatments.
- List UsersRetrieves all users.
- List Waiting ListsRetrieves all waiting lists.
- Make an API CallPerforms an arbitrary authorized API request.
- Update an AppointmentUpdates an appointment with specified details.
- Update a SiteUpdates a site with new information or modifications.
- Update a UserUpdates a user in the database with the provided information.
- Watch AppointmentsTriggers when a new appointment is scheduled.
- Watch EventsTriggers when a Dentally webhook event is received.
- Watch Invoice ItemsTriggers when new invoice items are created or updated.
- Watch InvoicesTriggers when a new invoice is created.
- Watch PaymentsTriggers when new payments are received.
- Watch RoomsTriggers when a new room is created or updated.
- Watch Session AppointmentsTriggers when a new session appointment is scheduled.
- Watch Treatment AppointmentsTriggers when new treatment appointments are scheduled.
- Watch Treatment PlansTriggers when a new treatment plan is created or updated.
- Watch TreatmentsTriggers when a new treatment is added or updated.
- Watch UsersTriggers when a new user is created.
- Watch Waiting ListsTriggers when a new entry is added to a waiting list.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Dentally 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 Dentally.
Connect your Clio Grow and Dentally 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 "Create an Appointment" in Dentally. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Dentally has 30 actions (including Create an Appointment, Create a Payment, and Delete 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-Dentally 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 Dentally) 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 + Dentally 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 Dentally integration.
- Clio Grow and Dentally integration source code, module specs and credentials implementation.
- Our Clio Grow and Dentally integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Dentally — 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
- Dentally integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library