STEP 1
Connect Clio Grow and EasyPractice
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 EasyPractice Integration
Connect Clio Grow and EasyPractice 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 EasyPractice
Detailed info you need to know about Clio Grow and EasyPractice 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]
EasyPractice
Practice management software for clinics to schedule appointments, manage clients, and send invoices. [6]
How to connect Clio Grow to EasyPractice
Set up your Clio Grow and EasyPractice integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and EasyPractice 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 EasyPractice. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and EasyPractice work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and EasyPractice 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 triggersEasyPractice 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.
EasyPractice modules
- Create a BookingCreates a new booking in the system.
- Create a CalendarCreates a calendar in the service.
- Create a Calendar PauseCreates a pause in a calendar schedule.
- Create a ClientCreates a client in the system.
- Create a Client TagCreates a new tag for a client.
- Create Multiple BookingsCreates multiple bookings in the system.
- Delete a BookingDeletes a booking from the service.
- Delete a Calendar PauseDeletes a calendar pause from the platform.
- Delete a ClientDeletes a client from the database.
- Delete a Client TagDeletes a client tag from the system.
- Download a Client Journal FileDownloads a client journal file from the system.
- Get a BookingRetrieves a booking.
- Get a CalendarRetrieves a calendar.
- Get a Calendar PauseRetrieves a calendar pause.
- Get a ClientRetrieves a client from the database.
- Get a Client Journal FileRetrieves a client journal file.
- Get a Client TagRetrieves a client tag from the service.
- Get Calendar Opening TimesRetrieves the opening times of a specific calendar.
- List Available DatesRetrieves all available dates from the service.
- List Available TimesRetrieves all available times.
- List BookingsRetrieves all bookings.
- List Calendar PausesRetrieves all calendar pauses.
- List CalendarsRetrieves all calendars.
- List Client Journal FilesRetrieves all client journal files.
- List ClientsRetrieves all clients.
- List Client TagsRetrieves all client tags.
- List InvoicesRetrieves all invoices.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark an Invoice as PaidMarks an invoice as paid in the system.
- Send an InvoiceSends an invoice to a specified recipient.
- Update a BookingUpdates a booking with the provided details.
- Update a Calendar PauseUpdates a calendar pause entry.
- Update a ClientUpdates a client in the system.
- Update a Client TagUpdates a client tag in the system.
- Update Opening TimesUpdates a calendar's opening times.
- Watch Available DatesTriggers when available dates are updated or newly listed.
- Watch Available TimesTriggers when there are available times to be monitored.
- Watch BookingsTriggers when a new booking is made.
- Watch ClientsTriggers when a new client is added or an existing client's information is updated.
- Watch Client TagsTriggers when client tags are changed.
- Watch EventsTriggers when a subscribed EasyPractice event occurs.
- Watch InvoicesTriggers when a new invoice is created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and EasyPractice 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 EasyPractice.
Connect your Clio Grow and EasyPractice 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 a Booking" in EasyPractice. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); EasyPractice has 35 actions (including Create a Booking, Create a Calendar, and Create a Calendar Pause). 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-EasyPractice 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 EasyPractice) 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 + EasyPractice 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 EasyPractice integration.
- Clio Grow and EasyPractice integration source code, module specs and credentials implementation.
- Our Clio Grow and EasyPractice integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and EasyPractice — 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
- EasyPractice integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library