STEP 1
Connect Clio Grow and Exercise
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 Exercise Integration
Connect Clio Grow and Exercise 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 Exercise
Detailed info you need to know about Clio Grow and Exercise integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Exercise
Set up your Clio Grow and Exercise integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Exercise 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 Exercise. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Exercise work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Exercise 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 triggersExercise 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.
Exercise modules
- Add to CalendarAdds a workout or event to a member's calendar.
- Check CouponValidates a coupon code and returns its discount details.
- Check Eligibility AppointmentChecks whether a member is eligible to book a specific appointment type.
- Create AppointmentCreates a new appointment booking for a member.
- Create AssessmentCreates a new fitness assessment template.
- Create ExerciseCreates a new exercise entry in the exercise library.
- Create LocationCreates a new gym or training location.
- Create MessageSends a new direct message to a member or staff recipient.
- Create Plan WorkoutAdds a workout to an existing workout plan.
- Create Scheduled AppointmentSchedules a new appointment instance with date and time.
- Create Scheduled Appointment MemberAdds a member to an existing scheduled appointment.
- Create ServiceCreates a new purchasable service or membership offering.
- Create UserCreates a new member or staff user account.
- Create User AssessmentRecords a completed assessment submission for a specific member.
- Create VisitLogs a facility check-in visit for a member.
- Create Waitlist EntryAdds a member to the waitlist for a fully booked appointment.
- Create WorkoutCreates a new workout with exercises and sets.
- Create Workout PlanCreates a new structured workout plan for assignment to members.
- Delete AppointmentPermanently deletes an appointment by its ID.
- Delete AssessmentPermanently deletes an assessment template by its ID.
- Delete ConversationPermanently deletes a message conversation by its ID.
- Delete LocationPermanently deletes a location by its ID.
- Delete Plan WorkoutRemoves a workout from a workout plan by its ID.
- Delete Scheduled AppointmentCancels and permanently deletes a scheduled appointment instance.
- Delete Scheduled Appointment MemberRemoves a member from a scheduled appointment.
- Delete ServicePermanently deletes a service or membership offering by its ID.
- Delete UserPermanently deletes a member or staff user account by its ID.
- Delete User AssessmentPermanently deletes a recorded user assessment by its ID.
- Delete VisitPermanently deletes a facility visit record by its ID.
- Delete Waitlist EntryRemoves a member from a waitlist by their waitlist entry ID.
- Delete WorkoutPermanently deletes a workout by its ID.
- Delete Workout PlanPermanently deletes a workout plan by its ID.
- Export User AssessmentExports a user assessment as a downloadable file.
- List Appointment PackagesReturns a list of available appointment packages.
- List AppointmentsReturns a paginated list of appointment bookings.
- List AssessmentsReturns a list of fitness assessment templates.
- List Available RecipientsReturns a list of members and staff available to receive messages.
- List Calendar EventsReturns a list of calendar events for a member or location.
- List ConversationsReturns a list of message conversations.
- List ExercisesReturns a list of exercises from the exercise library.
- List FavoritesReturns a list of exercises or workouts saved as favorites.
- List LocationsReturns a list of gym and training locations.
- List MessagesReturns a list of messages within a conversation.
- List Plan WorkoutsReturns a list of workouts assigned to a specific workout plan.
- List Purchased ItemsReturns a list of services and packages purchased by a member.
- List Scheduled Appointment MembersReturns a list of members registered for a scheduled appointment.
- List Scheduled AppointmentsReturns a list of scheduled appointment instances.
- List SchedulesReturns a list of recurring appointment schedules.
- List ServicesReturns a list of available services and membership offerings.
- List User AssessmentsReturns a list of completed assessment records for a member.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Exercise 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 Exercise.
Connect your Clio Grow and Exercise 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 "Add to Calendar" in Exercise. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Exercise has 90 actions (including Add to Calendar, Check Coupon, and Check Eligibility 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-Exercise 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 Exercise) 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 + Exercise 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 Exercise integration.
- Clio Grow and Exercise integration source code, module specs and credentials implementation.
- Our Clio Grow and Exercise integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Exercise — 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
- Exercise integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library