STEP 1
Connect Clio Grow and Gladly
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 Gladly Integration
Build support workflows between Clio Grow and Gladly 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 Gladly
Detailed info you need to know about Clio Grow and Gladly integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Gladly
Set up your Clio Grow and Gladly integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Gladly 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 Gladly. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Gladly work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Gladly 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 triggersGladly 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.
Gladly modules
- Add a NoteAdds a note to a conversation.
- Add a Task CommentAdds a comment to a task.
- Add or Remove a Freeform TopicAdds or removes a freeform topic from a conversation.
- Add Topics to a ConversationAdds topics to a conversation.
- Create an ItemCreates a new conversation item.
- Create an Item for a CustomerCreates a conversation item for a customer.
- Create a TaskCreates a new task.
- Create a Task for a CustomerCreates a task for a customer.
- Create Business HoursCreates a new set of business hours.
- Delete an ItemDeletes a conversation item.
- Delete an ItemDeletes a conversation item for a customer.
- Delete a TopicRemoves a topic from a conversation.
- Delete Business HoursDeletes the business hours entry from the service.
- Generate a ReportGenerates a report based on specified parameters and criteria.
- Generate a Work Session ReportGenerates a work session report.
- Get a ConversationRetrieves details for a conversation.
- Get an AgentRetrieves details for an agent.
- Get an Agent Call RecorderRetrieves call recorder settings for an agent.
- Get an ItemRetrieves a specific conversation item.
- Get a NoteRetrieves a conversation note.
- Get a TaskRetrieves details for a task.
- Get a Task CommentRetrieves a specific task comment.
- Get a Voice TranscriptRetrieves a voice transcript for a conversation item.
- Get Business HoursRetrieves details for business hours.
- Get MediaRetrieves media associated with a conversation item.
- List AgentsRetrieves a list of all agents.
- List AudiencesRetrieves a list of all audiences.
- List Business HoursRetrieves a list of business hours.
- List Conversations for a CustomerRetrieves conversations for a customer.
- List Items in a ConversationRetrieves all items in a conversation.
- List Task CommentsRetrieves all comments for a task.
- List TasksRetrieves a list of all tasks.
- Make an API CallPerforms an arbitrary authorized API request.
- Redact a Conversation ItemRedacts sensitive content from a conversation item.
- Reply to a MessageReplies to a conversation message.
- Send an EmailSends an email message.
- Send an SMSSends an SMS message.
- Update a Call Recorder for an AgentUpdates call recorder settings for an agent.
- Update a ConversationUpdates an existing conversation.
- Update a TaskUpdates an existing task.
- Update Business HoursUpdates an existing set of business hours.
- Watch Business HoursTriggers when new business hours are set.
- Watch EventsTriggers when a subscribed Gladly event occurs.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Gladly 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 Gladly.
Connect your Clio Grow and Gladly 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 a Note" in Gladly. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Gladly has 41 actions (including Add a Note, Add a Task Comment, and Add or Remove a Freeform Topic). 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-Gladly 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 Gladly) 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 + Gladly 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 Gladly integration.
- Clio Grow and Gladly integration source code, module specs and credentials implementation.
- Our Clio Grow and Gladly integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Gladly — 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
- Gladly integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library