STEP 1
Connect Clio Grow and Luma Health
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 Luma Health Integration
Keep Clio Grow and Luma Health in sync by integrating their events and actions. When support events happen in Clio Grow, update the Luma Health automatically - without any line of code in visual workflow builder.
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Learn about Clio Grow and Luma Health
Detailed info you need to know about Clio Grow and Luma Health integrations in WEXTL. Explore which modules apps support and how you connect them.
Clio Grow
Manage contacts, matters, inbox leads, lead sources, and locations in Clio Grow client intake. [5]
Luma Health
Patient engagement platform for healthcare providers that automates appointment scheduling, reminders, and two-way messaging. [6]
How to connect Clio Grow to Luma Health
Set up your Clio Grow and Luma Health integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Luma Health 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 Luma Health. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Luma Health work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Luma Health 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 triggersLuma Health 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.
Luma Health modules
- Create AppointmentBooks a new appointment for a patient at a specified date, time, and location.
- Create EstimateGenerates a new cost estimate for a patient's upcoming treatment or procedure.
- Create MessageSends a new chat message to a patient via the Luma Health messaging channel.
- Create OfferCreates a new appointment offer to fill a cancellation slot on the patient waitlist.
- Create PatientRegisters a new patient record in Luma Health with demographic and contact information.
- Create RecallCreates a recall campaign to re-engage a patient due for a follow-up or preventive visit.
- Create ReportGenerates a new operational or analytics report for the practice.
- Create UserCreates a new staff user account in the Luma Health organization.
- Create WaitlistAdds a patient to the appointment waitlist for a specified provider or time slot.
- Delete AppointmentCancels and permanently removes an appointment record by its ID.
- Delete EstimatePermanently removes a cost estimate record by its ID.
- Delete OfferWithdraws and permanently removes a waitlist appointment offer by its ID.
- Delete PatientPermanently removes a patient record from Luma Health by its ID.
- Delete RecallPermanently removes a patient recall campaign by its ID.
- Delete ReportPermanently removes a saved report by its ID.
- Delete UserPermanently removes a staff user account from the Luma Health organization by its ID.
- Delete WaitlistRemoves a patient entry from the appointment waitlist by its ID.
- Get AppointmentRetrieves a single appointment record by its ID.
- Get AvailabilityRetrieves a single provider availability slot by its ID.
- Get EstimateRetrieves a single cost estimate record by its ID.
- Get MessageRetrieves a single patient message by its ID.
- Get OfferRetrieves a single waitlist appointment offer by its ID.
- Get PatientRetrieves a single patient record by its ID.
- Get Patient Contact PreferencesRetrieves the communication channel preferences (SMS, email, voice) for a specific patient.
- Get RecallRetrieves a single patient recall campaign by its ID.
- Get ReportRetrieves a single practice report by its ID.
- Get UserRetrieves a single staff user account by its ID.
- Get WaitlistRetrieves a single waitlist entry by its ID.
- List AppointmentsSearches and returns a list of appointments matching the specified filters.
- List AvailabilitiesReturns a list of open provider availability slots matching the specified criteria.
- List EstimatesReturns a list of cost estimates matching the specified filters.
- List MessagesReturns a list of patient messages matching the specified filters.
- List OffersReturns a list of waitlist appointment offers matching the specified filters.
- List PatientsReturns a list of patient records matching the specified search criteria.
- List RecallsReturns a list of patient recall campaigns matching the specified filters.
- List ReportsReturns a list of practice reports matching the specified filters.
- List Scheduler AvailabilitiesReturns available booking slots from the Luma Health online scheduler for patient self-scheduling.
- List UsersReturns a list of staff user accounts in the Luma Health organization.
- List WaitlistsReturns a list of appointment waitlist entries matching the specified filters.
- Make an API CallExecutes an arbitrary authenticated HTTP request against the Luma Health API.
- Update AppointmentUpdates the details of an existing appointment such as time, provider, or status.
- Update AvailabilityModifies the schedule or settings of an existing provider availability slot.
- Update EstimateUpdates the details or amounts of an existing cost estimate.
- Update Message VisibilityUpdates the read or visibility status of an existing patient message.
- Update OfferUpdates the status or details of an existing waitlist appointment offer.
- Update PatientUpdates the demographic or contact information of an existing patient record.
- Update RecallUpdates the settings or status of an existing patient recall campaign.
- Update ReportUpdates the configuration or parameters of an existing practice report.
- Update SchedulerUpdates the configuration or rules of the Luma Health online patient scheduler.
- Update UserUpdates the profile or permissions of an existing staff user account.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Luma Health 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 Luma Health.
Connect your Clio Grow and Luma Health 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 Appointment" in Luma Health. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Luma Health has 51 actions (including Create Appointment, Create Estimate, and Create Message). 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-Luma Health 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 Luma Health) 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 + Luma Health 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 Luma Health integration.
- Clio Grow and Luma Health integration source code, module specs and credentials implementation.
- Our Clio Grow and Luma Health integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Luma Health — 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
- Luma Health integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library