STEP 1
Connect Clio Grow and Healthie
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 Healthie Integration
Build support workflows between Clio Grow and Healthie 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 Healthie
Detailed info you need to know about Clio Grow and Healthie integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Healthie
Set up your Clio Grow and Healthie integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Healthie 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 Healthie. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Healthie work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Healthie 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 triggersHealthie 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 Matter TypesRetrieves the matter types of the Clio Grow account.
- List MattersSearches the matters in Clio Grow and returns the matching entries.
- 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.
Healthie modules
- Create a Billing ItemCreates a billing item in the system.
- Create a CommentCreates a new comment.
- Create a ConversationCreates a new conversation in the specified service.
- Create a DocumentCreates a document in the system.
- Create a LocationCreates a location for the specified entity or service.
- Create a NoteCreates a note in the specified service.
- Create a TaskCreates a new task in the specified service.
- Create an AppointmentCreates an appointment with the specified details.
- Create an Appointment RequestCreates an appointment request with specified details.
- Create an AvailabilityCreates an availability entry for a specified time period.
- Delete a Billing ItemDeletes a billing item from the system.
- Delete a CommentDeletes a comment from the service.
- Delete a DocumentDeletes a document from a specified location.
- Delete a LocationDeletes a location from the service.
- Delete a NoteDeletes a note.
- Delete a TaskDeletes a task from the specified service.
- Delete an AppointmentDeletes an appointment from the system.
- Delete an Appointment RequestDeletes an appointment request from the system.
- Delete an AvailabilityDeletes an availability entry from the system.
- Get a Billing ItemRetrieves a billing item by its ID.
- Get a CommentRetrieves a comment from a given service.
- Get a ConversationRetrieves a conversation.
- Get a DocumentRetrieves a document.
- Get a LocationRetrieves a location from the specified service.
- Get a NoteRetrieves a note from the service.
- Get a TaskRetrieves a task.
- Get a UserRetrieves a user's information from the service.
- Get an AppointmentRetrieves an appointment.
- Get an Appointment RequestRetrieves an appointment request.
- Get an AvailabilityRetrieves an availability.
- List Appointment RequestsRetrieves all appointment requests.
- List AppointmentsRetrieves all appointments.
- List AvailabilitiesRetrieves all availabilities from the service.
- List Billing ItemsRetrieves all billing items.
- List CommentsRetrieves all comments.
- List ConversationsRetrieves all conversations.
- List DocumentsRetrieves all documents.
- List LocationsRetrieves all locations.
- List NotesRetrieves all notes.
- List TasksRetrieves all tasks.
- List TransactionsRetrieves all transactions.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API request.
- Update a Billing ItemUpdates a billing item in the system.
- Update a ConversationUpdates a conversation with new details or modifications.
- Update a DocumentUpdates a document in the specified service.
- Update a LocationUpdates a location with new information.
- Update a NoteUpdates a note with new content based on the provided details.
- Update a TaskUpdates a task with the provided task information.
- Update a UserUpdates a user with new information or changes existing user data.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Healthie 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 Healthie.
Connect your Clio Grow and Healthie 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 Billing Item" in Healthie. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Healthie has 52 actions (including Create a Billing Item, Create a Comment, and Create a Conversation). 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-Healthie 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 Healthie) 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 + Healthie 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 Healthie integration.
- Clio Grow and Healthie integration source code, module specs and credentials implementation.
- Our Clio Grow and Healthie integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Healthie — 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
- Healthie integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library