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Clio Grow and Enchant Integration

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

Keep Clio Grow and Enchant in sync by integrating their events and actions. When support events happen in Clio Grow, update the Enchant automatically - without any line of code in visual workflow builder.

Integration guide
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Learn about Clio Grow and Enchant

Detailed info you need to know about Clio Grow and Enchant 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]

  • Enchant

    • Support
    • 1 trigger
    • 6 searches
    • 11 actions

    Enchant is a shared inbox and help desk for managing customer tickets, messages and contacts. [6]

How to connect Clio Grow to Enchant

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

  1. STEP 1

    Connect Clio Grow and Enchant

    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 Enchant 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 Enchant. Use filters or leverage a JS custom code step in between — everything is on the canvas.

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

WEXTL exposes actions and triggers for Clio Grow and Enchant 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 triggersEnchant 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.

Enchant modules

  • Add Labels To Ticket Adds one or more labels to a ticket in Enchant.
  • Create a Contact Adds a new contact to a customer in Enchant.
  • Create a Customer Creates a new customer in Enchant.
  • Create a Message Adds a new message to a ticket in Enchant.
  • Create a Ticket Creates a new ticket in Enchant.
  • Create an Attachment Uploads a new attachment in Enchant so it can be used on a message.
  • Delete a Contact Deletes a contact from a customer in Enchant.
  • Get a Customer Retrieves a customer by its ID from Enchant.
  • Get a Ticket Retrieves a ticket by its ID from Enchant.
  • Get an Attachment Retrieves an attachment by its ID from Enchant.
  • List Customers Retrieves all customers from Enchant.
  • List Tickets Retrieves all tickets from Enchant.
  • List Users Retrieves all users from Enchant.
  • Make an API Call Performs an arbitrary authorized API call to the Enchant API.
  • Remove Labels From Ticket Removes one or more labels from a ticket in Enchant.
  • Update a Customer Updates an existing customer in Enchant.
  • Update a Ticket Updates an existing ticket in Enchant.
  • Watch Tickets Triggers when a new ticket is added in Enchant.

Explore alternative integrations

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

Automate Clio Grow and Enchant on WEXTL®

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Frequently asked questions

Common questions about connecting Clio Grow and Enchant.

How do I connect Clio Grow and Enchant?

Connect your Clio Grow and Enchant 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 Enchant?

Example: when Clio Grow's "Watch Contacts" fires, WEXTL can "Add Labels To Ticket" in Enchant. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Enchant has 17 actions (including Add Labels To Ticket, Create a Contact, and Create a Customer). Add filters and transforms between steps when you need them. [1]

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

No. Clio Grow-to-Enchant 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 Enchant in real time?

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

You can build your Clio Grow + Enchant 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 Enchant integration.

  1. Clio Grow and Enchant integration source code, module specs and credentials implementation.
  2. Our Clio Grow and Enchant integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Clio Grow and Enchant — 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. Enchant 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 Enchant integration page documentation. Used sources, AI's role, and how the team validates the result.

Explore Clio Grow and Enchant, or get started