STEP 1
Connect Clio Grow and Jane
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 Jane Integration
Connect Clio Grow and Jane 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 Jane
Detailed info you need to know about Clio Grow and Jane integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Jane
Set up your Clio Grow and Jane integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Jane 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 Jane. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Jane work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Jane 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 triggersJane 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.
Jane modules
- Create a Care PlanCreates a new care plan.
- Create a Care Plan ActivityCreates a new care plan activity.
- Create a MedicationCreates a new medication.
- Create an ObservationCreates a new observation in the system.
- Get a Care PlanRetrieves a specific care plan.
- Get a Care Plan ActivityRetrieves a specific care plan activity.
- Get a DisciplineRetrieves a specific discipline.
- Get a LocationRetrieves a specific location.
- Get a MedicationRetrieves a specific medication.
- Get a Medication Change HistoryRetrieves the change history of a medication.
- Get a PatientRetrieves a specific patient.
- Get a Staff MemberRetrieves a specific staff member.
- Get a TreatmentRetrieves a specific treatment.
- Get an AppointmentRetrieves a specific appointment by its ID.
- Get an ObservationRetrieves a specific observation.
- Get an Uploaded DocumentRetrieves a specific uploaded document from the service.
- List AppointmentsRetrieves a list of appointments.
- List DisciplinesRetrieves a list of disciplines.
- List LocationsRetrieves a list of locations.
- List MedicationsRetrieves a list of medications.
- List PatientsRetrieves a list of patients.
- List Staff MembersRetrieves a list of staff members.
- List TreatmentsRetrieves a list of treatments.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a Care PlanUpdates an existing care plan.
- Update a Care Plan ActivityUpdates an existing care plan activity.
- Update a MedicationUpdates an existing medication.
- Update an ObservationUpdates an existing observation.
- Upload a DocumentUploads a new document to the service.
- Watch AppointmentsTriggers when a new appointment is created.
- Watch MedicationsTriggers when a new medication is created.
- Watch PatientsTriggers when a new patient is created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Jane 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 Jane.
Connect your Clio Grow and Jane 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 Care Plan" in Jane. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Jane has 29 actions (including Create a Care Plan, Create a Care Plan Activity, and Create a Medication). 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-Jane 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 Jane) 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 + Jane 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 Jane integration.
- Clio Grow and Jane integration source code, module specs and credentials implementation.
- Our Clio Grow and Jane integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Jane — 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
- Jane integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library