STEP 1
Connect Clio Grow and eDesk
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 eDesk Integration
Build support workflows between Clio Grow and eDesk 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 eDesk
Detailed info you need to know about Clio Grow and eDesk integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to eDesk
Set up your Clio Grow and eDesk integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and eDesk 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 eDesk. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and eDesk work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and eDesk 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 triggerseDesk 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.
eDesk modules
- Create a MessageCreates a new message.
- Create an Order Note AttachmentAttaches a file to an order note.
- Create a Sales OrderCreates a new sales order.
- Create a TagCreates a new tag.
- Create a TemplateCreates a new template.
- Create a TicketCreates a new ticket.
- Create Order NoteCreates a new order note.
- Create Tracking Links for a Sales OrderCreates tracking links for a sales order.
- Delete a MessageDeletes an existing message.
- Delete an Order NoteDeletes an existing order note.
- Delete a Sales OrderDeletes an existing sales order.
- Delete a TagDeletes an existing tag from the system.
- Delete a TemplateDeletes an existing template.
- Delete a TicketDeletes an existing ticket.
- Delete Tracking LinksDeletes tracking links for a sales order.
- Get a MessageRetrieves a single message.
- Get an Order NoteRetrieves a single order note.
- Get a Sales OrderRetrieves a single sales order.
- Get a TagRetrieves a single existing tag.
- Get a TemplateRetrieves a single template.
- Get a TicketRetrieves a single existing ticket.
- Get Sales Order Tracking LinksRetrieves tracking links for a sales order.
- List ChannelsRetrieves all channels.
- List ContactsRetrieves all contacts.
- List Order NotesRetrieves all order notes.
- List Sales OrdersRetrieves all sales orders.
- List Tag GroupsRetrieves all tag groups.
- List TagsRetrieves all tags.
- List TemplatesRetrieves all templates.
- List TicketsRetrieves all tickets.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a MessageUpdates a message in a given service.
- Update an Order NoteUpdates an order note in the system.
- Update a Sales OrderUpdates an existing sales order.
- Update a TagUpdates an existing tag in the service.
- Update a TemplateUpdates an existing template.
- Update a TicketUpdates a ticket's information in the system.
- Update Sales Order Tracking LinksUpdates tracking links for a sales order.
- Update Ticket DataUpdates ticket data in the system.
- Watch ChannelsTriggers when there are updates in a channel.
- Watch ContactsTriggers when contact changes occur.
- Watch Order NotesTriggers when order note changes occur.
- Watch Sales OrdersTriggers when a sales order is updated.
- Watch Tag GroupsTriggers when a tag group is updated.
- Watch TagsTriggers when there is an update to a tag.
- Watch TemplatesTriggers when a template is updated.
- Watch TicketsTriggers when a ticket is updated.
- Watch UsersTriggers when user updates occur.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and eDesk 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 eDesk.
Connect your Clio Grow and eDesk 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 Message" in eDesk. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); eDesk has 40 actions (including Create a Message, Create an Order Note Attachment, and Create a Sales Order). 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-eDesk 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 eDesk) 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 + eDesk 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 eDesk integration.
- Clio Grow and eDesk integration source code, module specs and credentials implementation.
- Our Clio Grow and eDesk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and eDesk — 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
- eDesk integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library