STEP 1
Connect Clio Grow and Juvonno
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 Juvonno Integration
Build support workflows between Clio Grow and Juvonno 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 Juvonno
Detailed info you need to know about Clio Grow and Juvonno integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Juvonno
Set up your Clio Grow and Juvonno integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Juvonno 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 Juvonno. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Juvonno work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Juvonno 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 triggersJuvonno 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.
Juvonno modules
- Create a CustomerCreates a new customer record in Juvonno.
- Create a Customer GroupCreates a new customer group for organizing patients.
- Create a Customer InsuranceCreates a new insurance policy record linked to a specific customer.
- Create a Customer NoteAdds a correspondence note to a customer record.
- Create a PayableCreates a new accounts-payable entry in Juvonno.
- Create a PaymentRecords a new payment against an existing invoice.
- Create a StaffCreates a new staff member profile in Juvonno.
- Create an AppointmentCreates a new appointment for a customer at a clinic branch.
- Create an Insurance CompanyCreates a new insurance company record in Juvonno.
- Delete a PaymentPermanently deletes a payment record by its ID.
- Get a BranchRetrieves a single clinic branch record by its ID.
- Get a ComplaintRetrieves a single patient complaint record by its ID.
- Get a CustomerRetrieves a single customer record by its ID.
- Get a Customer DocumentRetrieves a customer document including its base64-encoded file data.
- Get a Customer GroupRetrieves a single customer group by its ID.
- Get a PayableRetrieves a single payable record by its ID.
- Get a PaymentRetrieves a single payment record by its ID.
- Get a StaffRetrieves a single staff member profile by their ID.
- Get an AppointmentRetrieves a single appointment record by its ID.
- Get Appointment AvailabilityReturns available time slots for a practitioner at a given clinic.
- List AppointmentsReturns a paginated list of appointments matching the specified criteria.
- List Branch CustomersReturns a paginated list of customers belonging to a specific branch.
- List Branch OptionsReturns a key-value list of all active branches for use in dropdowns.
- List BranchesReturns complete data objects for all active clinic branches.
- List CommissionsReturns a list of staff commission records.
- List Complaints EncountersReturns a paginated list of encounter IDs associated with a specific complaint.
- List Customer ComplaintsReturns a paginated list of complaints filed for a specific customer.
- List Customer Correspondence NotesReturns all correspondence notes associated with a specific customer.
- List Customer DocumentsReturns a list of document records attached to a specific customer.
- List Customer GoalsReturns a list of treatment goals set for a specific customer.
- List Customer InsuranceReturns all insurance policy records linked to a specific customer.
- List CustomersReturns a paginated list of all customer records in the account.
- List InsuranceReturns complete data objects for all active insurance companies.
- List Insurance OptionsReturns a key-value list of all active insurance companies for use in dropdowns.
- List InvoicesReturns a list of invoices matching the specified filters.
- List StaffsReturns a list of all staff member profiles in the account.
- Make an API CallExecutes an arbitrary authenticated HTTP request to the Juvonno API.
- Search CustomersSearches for customers by name, email, or other criteria and returns matching records.
- Update a CustomerUpdates fields on an existing customer record by its ID.
- Update a Customer GroupUpdates the name or settings of an existing customer group by its ID.
- Update a PayableUpdates fields on an existing payable record by its ID.
- Update a StaffUpdates profile fields on an existing staff member by their ID.
- Update an AppointmentUpdates details on an existing appointment by its ID.
- Upload Customer DocumentUploads and attaches a document file to a customer record.
- Watch AppointmentsTriggers when a new appointment is created or an existing one is modified.
- Watch BranchesTriggers when a clinic branch is created or updated.
- Watch CommissionsTriggers when a commission record is created or updated.
- Watch CustomersTriggers when a new customer is created or an existing one is updated.
- Watch EventsTriggers instantly when Juvonno sends a webhook event notification.
- Watch StaffsTriggers when a staff member record is created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Juvonno 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 Juvonno.
Connect your Clio Grow and Juvonno 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 Customer" in Juvonno. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Juvonno has 44 actions (including Create a Customer, Create a Customer Group, and Create a Customer Insurance). 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-Juvonno 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 Juvonno) 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 + Juvonno 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 Juvonno integration.
- Clio Grow and Juvonno integration source code, module specs and credentials implementation.
- Our Clio Grow and Juvonno integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Juvonno — 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
- Juvonno integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library