STEP 1
Connect Clio Grow and IssueTrak
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 IssueTrak Integration
Keep Clio Grow and IssueTrak in sync by integrating their events and actions. When support events happen in Clio Grow, update the IssueTrak automatically - without any line of code in visual workflow builder.
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Learn about Clio Grow and IssueTrak
Detailed info you need to know about Clio Grow and IssueTrak integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to IssueTrak
Set up your Clio Grow and IssueTrak integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and IssueTrak 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 IssueTrak. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and IssueTrak work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and IssueTrak 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 triggersIssueTrak 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.
IssueTrak modules
- Close Duplicate IssuesCloses all issues identified as duplicates of a specified issue.
- Create CauseCreates a new issue cause entry in the system.
- Create ClassCreates a new issue class for categorizing issues.
- Create Configuration ItemCreates a new configuration item (CI) in the asset inventory.
- Create DepartmentCreates a new department record in the organization.
- Create GroupCreates a new user group for assigning and routing issues.
- Create IssueCreates a new support issue or help desk ticket.
- Create SolutionCreates a new knowledge base solution article.
- Create UserCreates a new user account in the IssueTrak system.
- Delete SolutionPermanently deletes a knowledge base solution article by its ID.
- Get CauseRetrieves a single issue cause by its ID.
- Get CausesReturns a list of all issue causes in the system.
- Get ClassRetrieves a single issue class by its ID.
- Get ClassesReturns a list of all issue classes in the system.
- Get Configuration ItemRetrieves a single configuration item by its ID.
- Get Configuration ItemsReturns a list of all configuration items in the asset inventory.
- Get Custom Record TableRetrieves a single custom record table by its ID.
- Get Custom Record Table DefinitionsRetrieves the field definitions for a specified custom record table.
- Get Custom Record TablesReturns a list of all custom record tables defined in the system.
- Get DepartmentsReturns a list of all departments in the organization.
- Get GroupRetrieves a single user group by its ID.
- Get GroupsReturns a list of all user groups in the system.
- Get IssueRetrieves a single issue or help desk ticket by its ID.
- Get Issue UDF DefinitionsRetrieves the user-defined field (UDF) definitions configured for issues.
- Get ProjectRetrieves a single project by its ID.
- Get ProjectsReturns a list of all projects in the system.
- Get SolutionRetrieves a single knowledge base solution article by its ID.
- Get SolutionsReturns a list of all knowledge base solution articles.
- Get TaskRetrieves a single task associated with an issue by its ID.
- Get TasksReturns a list of all tasks in the system.
- Get UserRetrieves a single user account by its ID.
- Get User UDF DefinitionsRetrieves the user-defined field (UDF) definitions configured for user records.
- Get UsersReturns a list of all user accounts in the system.
- Make an API CallMakes an arbitrary authenticated HTTP request to the IssueTrak API.
- Search CausesSearches for issue causes matching the specified criteria.
- Search ClassesSearches for issue classes matching the specified criteria.
- Search Configuration ItemsSearches for configuration items matching the specified criteria.
- Search Custom Record TablesSearches for custom record tables matching the specified criteria.
- Search DepartmentsSearches for departments matching the specified criteria.
- Search GroupsSearches for user groups matching the specified criteria.
- Search Issue UDF DefinitionsSearches for issue user-defined field (UDF) definitions matching the specified criteria.
- Search IssuesSearches for issues or help desk tickets matching the specified criteria.
- Search ProjectsSearches for projects matching the specified criteria.
- Search SolutionsSearches for knowledge base solution articles matching the specified criteria.
- Search TasksSearches for tasks matching the specified criteria.
- Search UsersSearches for user accounts matching the specified criteria.
- Update CauseUpdates the properties of an existing issue cause.
- Update ClassUpdates the properties of an existing issue class.
- Update Configuration ItemUpdates the properties of an existing configuration item.
- Update DepartmentUpdates the properties of an existing department.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and IssueTrak 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 IssueTrak.
Connect your Clio Grow and IssueTrak 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 "Close Duplicate Issues" in IssueTrak. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); IssueTrak has 53 actions (including Close Duplicate Issues, Create Cause, and Create Class). 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-IssueTrak 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 IssueTrak) 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 + IssueTrak 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 IssueTrak integration.
- Clio Grow and IssueTrak integration source code, module specs and credentials implementation.
- Our Clio Grow and IssueTrak integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and IssueTrak — 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
- IssueTrak integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library