STEP 1
Connect Clio Grow and Kustomer
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 Kustomer Integration
Connect Clio Grow and Kustomer 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Clio Grow and Kustomer
Detailed info you need to know about Clio Grow and Kustomer integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Kustomer
Set up your Clio Grow and Kustomer integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Kustomer 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 Kustomer. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Kustomer work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Kustomer 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 triggersKustomer 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.
Kustomer modules
- Create a ConversationCreates a new conversation.
- Create a ConversationCreates a new conversation for a specific customer.
- Create a Conversation ForwardForwards a specific conversation to another recipient or channel.
- Create a Conversation MessageCreates a new message within a specific conversation.
- Create a Conversation TagAdds one or more tags to a conversation.
- Create a CustomerCreates a new customer record in the system.
- Create a Customer Custom ObjectCreates a custom object (KObject) for a customer.
- Create a Customer DraftCreates a new draft for a specific customer.
- Create a Customer MergeMerges multiple customer records into one.
- Create a Customer MessageCreates a new message for a specific customer.
- Create a MessageAdds an instance of a message to an existing conversation timeline with a customer.
- Create a NoteCreates a new note.
- Create a TeamCreates a new team.
- Create a Team MemberAdds a member to a team.
- Create a UserCreates or invites a new user.
- Create a User Password ResetTriggers a password reset for a user.
- Create a Work ItemCreates a new work item.
- Create an AttachmentUploads a new attachment to the service.
- Create an Unmasking WindowCreates an unmasking window for a customer.
- Create ConversationsCreates multiple conversations in bulk.
- Create CustomersCreates multiple customer records in bulk.
- Create MediaUploads a new media object.
- Delete a ConversationDeletes a conversation by its ID.
- Delete a CustomerDeletes a customer by ID.
- Delete a NoteDeletes a note by ID.
- Delete a Team MemberRemoves a member from a team.
- Delete an Unmasking WindowDeletes an unmasking window for a customer.
- Delete Conversation TagsRemoves one or more tags from a conversation.
- Delete ConversationsDeletes multiple conversations in bulk.
- Delete CustomersDeletes multiple customers in bulk.
- Get a ConversationRetrieves a conversation by ID.
- Get a Conversation by External IDRetrieves a conversation using its external ID.
- Get a CustomerRetrieves a customer by ID.
- Get a Customer by EmailGets a customer by their email.
- Get a Customer by External IDRetrieves a customer by their external ID.
- Get a Customer by Phone NumberRetrieves a customer based on their phone number.
- Get a Customer EventRetrieves a specific event for a customer.
- Get a Customer MergeRetrieves details of a specific customer merge.
- Get a MessageRetrieves a single message based on the unique message ID.
- Get a Message AttachmentRetrieves an attachment using a message ID and an attachment ID.
- Get a Message by External IDRetrieves a message using its external ID.
- Get a NoteRetrieves a note by ID.
- Get a Work ItemRetrieves a work item by ID.
- Get an AttachmentRetrieves an attachment using its ID.
- Get Conversation TimesRetrieves conversation times by unique ID.
- Get Current UserRetrieves the current authenticated user.
- Get MediaRetrieves a media object by ID.
- Get the Next Work Item in a QueueRetrieves the next available work item in a queue.
- List Conversation AttachmentsRetrieves all attachments for a conversation.
- List Conversation EventsRetrieves all events associated with a conversation.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Kustomer 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 Kustomer.
Connect your Clio Grow and Kustomer 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 Conversation" in Kustomer. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Kustomer has 89 actions (including Create a Conversation, Create a Conversation, and Create a Conversation Forward). 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-Kustomer 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 Kustomer) 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 + Kustomer 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 Kustomer integration.
- Clio Grow and Kustomer integration source code, module specs and credentials implementation.
- Our Clio Grow and Kustomer integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Kustomer — 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
- Kustomer integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library