STEP 1
Connect Clio Grow and Invgate
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 Invgate Integration
Keep Clio Grow and Invgate in sync by integrating their events and actions. When support events happen in Clio Grow, update the Invgate automatically - without any line of code in visual workflow builder.
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Learn about Clio Grow and Invgate
Detailed info you need to know about Clio Grow and Invgate integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Invgate
Set up your Clio Grow and Invgate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Invgate 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 Invgate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Invgate work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Invgate 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 triggersInvgate 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.
Invgate modules
- Accept an ApprovalAccepts an approval request in the system.
- Accept an Incident SolutionAccepts a solution for an incident.
- Add a Group UserAssociates a user with a group.
- Add Helpdesk ObserversAdds users as observers to a helpdesk.
- Add Observers to a GroupAdds users as observers to a group.
- Cancel an ApprovalCancels an approval process for a specified item or task.
- Cancel an IncidentCancels an incident based on the provided incident ID.
- Create a Breaking News StatusCreates a new update to the given breaking news.
- Create a CompanyCreates a company by providing the necessary details.
- Create a GroupCreates a new group in the specified service.
- Create a LocationCreates a new location in the system.
- Create a Time Tracking RecordCreates a time tracking record for a specific user.
- Create a UserCreates a new user in the system.
- Create an Incident CommentCreates a comment on an incident.
- Create an Incident RequestCreates a new incident request.
- Create an Internal NoteCreates an internal note within the system for reference or documentation purposes.
- Create Breaking NewsCreates breaking news content to be published.
- Delete a CompanyDeletes a company from the database.
- Delete a GroupDeletes a group from the specified service.
- Delete a LocationDeletes a specified location.
- Delete a Time Tracking RecordDeletes a time tracking record from the system.
- Delete a UserDeletes a user from the service.
- Delete an Internal NoteDeletes an internal note from the designated database or system.
- Get a Data Export URLRetrieves the data export URL.
- Get a UserRetrieves a user.
- Get Breaking NewsRetrieves breaking news from a specified source.
- List Breaking NewsRetrieves all breaking news.
- List Breaking News StatusesRetrieves breaking news statuses.
- List CompaniesRetrieves a list of all companies.
- List Group ObserversRetrieves all group observers.
- List Group UsersRetrieves all group members.
- List GroupsRetrieves a list of all groups.
- List Help DesksRetrieves all help desks.
- List Helpdesk ObserversRetrieves all helpdesk observers.
- List Incident ApprovalsRetrieves a list of all incident approvals.
- List Incident CommentsRetrieves a list of all incident comments.
- List Incident TasksRetrieves tasks linked to an incident.
- List IncidentsRetrieves a list of all incidents.
- List Internal NotesRetrieves all internal notes from the system.
- List LocationsRetrieves a list of all locations.
- List Time Tracking RecordsRetrieves all time tracking records.
- List UsersRetrieves a list of all users.
- Perform an API RequestPerforms an arbitrary authorized API call.
- Reject an ApprovalRejects an approval request.
- Reject an IncidentRejects an incident based on specified criteria.
- Reject an Incident SolutionRejects an incident solution in a given system or service.
- Remove Group ObserversRemoves observers from a group.
- Remove Group UsersRemoves users from a group.
- Remove Observers from a HelpdeskRemoves observers from a helpdesk.
- Reopen an IncidentReopens a request in the incident management system.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Invgate 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 Invgate.
Connect your Clio Grow and Invgate 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 "Accept an Approval" in Invgate. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Invgate has 55 actions (including Accept an Approval, Accept an Incident Solution, and Add a Group User). 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-Invgate 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 Invgate) 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 + Invgate 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 Invgate integration.
- Clio Grow and Invgate integration source code, module specs and credentials implementation.
- Our Clio Grow and Invgate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Invgate — 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
- Invgate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library