STEP 1
Connect Clio Grow and MyCase
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 MyCase Integration
Keep Clio Grow and MyCase in sync by integrating their events and actions. When support events happen in Clio Grow, update the MyCase automatically - without any line of code in visual workflow builder.
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Learn about Clio Grow and MyCase
Detailed info you need to know about Clio Grow and MyCase integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to MyCase
Set up your Clio Grow and MyCase integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and MyCase 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 MyCase. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and MyCase work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and MyCase 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 triggersMyCase 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.
MyCase modules
- Create a CaseCreates a case in the system.
- Create a ClientCreates a new client in the system.
- Create a LeadCreates a new lead in the system.
- Create a NoteCreates a note for a client.
- Create a Note for a CaseCreates a note for a specific case.
- Create a Note for a CompanyCreates a note for a specified company.
- Create an ExpenseCreates an expense entry in the service.
- Delete a CaseDeletes a case from the service.
- Delete a ClientDeletes a client from the database.
- Delete a NoteDeletes a note from the specified location or service.
- Delete an ExpenseDeletes a specific expense from the system.
- Delete an InvoiceDeletes an invoice from the system.
- Get a CaseRetrieves a case from a specified source.
- Get a ClientRetrieves a client using the provided client ID.
- Get a LeadRetrieves a lead from the system using specified criteria.
- Get a NoteRetrieves a note from the service.
- Get an ExpenseRetrieves an expense based on the given criteria or ID.
- List CasesRetrieves all cases.
- List Cases for a ClientRetrieves all cases for a specific client.
- List ClientsRetrieves all clients.
- List ExpensesRetrieves all expenses.
- List InvoicesRetrieves all invoices.
- List LeadsRetrieves all leads.
- List Notes for a CaseRetrieves all notes for a specific case.
- List Notes for a ClientRetrieves all notes for a client.
- Make an API CallPerforms an arbitrary authorized API call.
- Record a Payment on an InvoiceRecords a payment against an invoice for a specified amount.
- Update a CaseUpdates a case in the system with new information or changes to existing details.
- Update a ClientUpdates a client's information in the database.
- Update a LeadUpdates a lead in the CRM system with new information.
- Update a NoteUpdates a note with new information or changes existing details.
- Watch EventsTriggers when an event is created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and MyCase 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 MyCase.
Connect your Clio Grow and MyCase 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 Case" in MyCase. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); MyCase has 31 actions (including Create a Case, Create a Client, and Create a Lead). 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-MyCase 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 MyCase) 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 + MyCase 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 MyCase integration.
- Clio Grow and MyCase integration source code, module specs and credentials implementation.
- Our Clio Grow and MyCase integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and MyCase — 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
- MyCase integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library