STEP 1
Connect Clio Grow and LiveChat
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 LiveChat Integration
Connect Clio Grow and LiveChat 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 LiveChat
Detailed info you need to know about Clio Grow and LiveChat integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to LiveChat
Set up your Clio Grow and LiveChat integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and LiveChat 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 LiveChat. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and LiveChat work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and LiveChat 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 triggersLiveChat 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 MattersSearches the matters in Clio Grow and returns the matching entries.
- List Matter TypesRetrieves the matter types of the Clio Grow account.
- 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.
LiveChat modules
- Add User To ChatAdds User To Chat.
- Ban CustomerBans Customer.
- Deactivate ChatDeactivates Chat.
- Delete Chat PropertiesDeletes Chat Properties.
- Delete Event PropertiesDeletes Event Properties.
- Delete Thread PropertiesDeletes Thread Properties.
- Follow ChatFollows Chat.
- Get ChatReturns chat.
- Get CustomerReturns customer.
- List Agents For TransferRetrieves a list of agents for transfer.
- List ArchivesRetrieves a list of archives.
- List ChatsRetrieves a list of chats.
- List Routing StatusesRetrieves a list of routing statuses.
- List ThreadsRetrieves a list of threads.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark Events As SeenMarks Events As Seen.
- MulticastMulticasts.
- Remove User From ChatRemoves User From Chat.
- Request Thread SummaryRequests Thread Summary.
- Resume ChatResumes Chat.
- Send EventSends Event.
- Send Event PreviewSends Event Preview.
- Send Rich Message PostbackSends Rich Message Postback.
- Send Thinking IndicatorSends Thinking Indicator.
- Send Typing IndicatorSends Typing Indicator.
- Set Routing StatusSets Routing Status.
- Start ChatStarts Chat.
- Tag ThreadTags Thread.
- Transfer ChatTransfers Chat.
- Unfollow ChatUnfollows Chat.
- Untag ThreadUntags Thread.
- Update Chat PropertiesUpdates Chat Properties.
- Update CustomerUpdates Customer.
- Update Event PropertiesUpdates Event Properties.
- Update Thread PropertiesUpdates Thread Properties.
- Upload FileUploads File.
- Watch Deactivated ChatsTriggers when a chat is deactivated.
- Watch Incoming ChatsTriggers when a new chat comes in.
- Watch Incoming EventsTriggers when a new event arrives on a chat.
- Watch Rich Message PostbacksTriggers when a visitor uses a rich-message button.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and LiveChat 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 LiveChat.
Connect your Clio Grow and LiveChat 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 "Add User To Chat" in LiveChat. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); LiveChat has 36 actions (including Add User To Chat, Ban Customer, and Deactivate Chat). 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-LiveChat 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 LiveChat) 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 + LiveChat 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 LiveChat integration.
- Clio Grow and LiveChat integration source code, module specs and credentials implementation.
- Our Clio Grow and LiveChat integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and LiveChat — 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
- LiveChat integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library