STEP 1
Connect Clio Grow and Plain
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 Plain Integration
Connect Clio Grow and Plain 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 Plain
Detailed info you need to know about Clio Grow and Plain integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Plain
Set up your Clio Grow and Plain integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Plain 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 Plain. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Plain work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Plain 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 triggersPlain 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.
Plain modules
- Add Companies and Tenants to TiersAdds companies and tenants to tiers.
- Add Customer to a Customer GroupAdds a customer to a customer group.
- Add Customers to TenantsAdds customers to one or more tenants.
- Add Labels to a ThreadAdds labels to a thread to organize and categorize it.
- Assign a Tenant to a CustomerAssociates a customer with a tenant.
- Assign a ThreadAssigns a thread to a specific user or group.
- Create a Customer EventCreates a customer event in the system.
- Create a ThreadCreates a new support thread.
- Create a Thread EventCreates a thread event for a designated thread.
- Create or Update a CustomerCreates or updates a customer in the system.
- Create or Update a TenantCreates or updates a tenant in the system.
- Delete a CustomerDeletes a specified customer from the system.
- Delete a Thread FieldDeletes a thread field.
- Get a Customer by EmailRetrieves details for a specific customer using their email.
- Get a Customer by IDRetrieves details for a specific customer using their ID.
- Get a Tenant by IDRetrieves details for a specific tenant by ID.
- Get a TierRetrieves details for a specific tier.
- Get CompaniesRetrieves companies associated with customers.
- Get CustomersRetrieves a list of customers.
- Get TenantsRetrieves tenants linked to customers.
- Get TiersRetrieves support tiers from the system.
- Make an API CallPerforms an arbitrary authorized API request.
- Mark a Thread as TodoMarks a thread as todo for further action or follow-up marking.
- Mark Thread as DoneMarks a thread as done.
- Remove a Customer From a Customer GroupRemoves a customer from a customer group.
- Remove a Label from a ThreadRemoves a label from a thread.
- Remove a Tenant from a CustomerRemoves a tenant from a customer record.
- Remove Companies and Tenants from TiersRemoves companies and tenants from specified tiers.
- Reply to a ThreadReplies to a thread by posting a new message in the specified thread.
- Reply to a ThreadAllows a user to post a reply to a thread, simulating a different identity or user.
- Reply to an EmailReplies to an email.
- Send EmailsSends emails to specified recipients.
- Snooze a ThreadSnoozes a thread temporarily.
- Unassign a ThreadUnassigns a thread from a user or group.
- Update a Thread FieldUpdates thread metadata such as status, priority, or assignment.
- Update a TierUpdates details for a specific tier.
- Update CompanyUpdates a company's information.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Plain 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 Plain.
Connect your Clio Grow and Plain 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 Companies and Tenants to Tiers" in Plain. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Plain has 37 actions (including Add Companies and Tenants to Tiers, Add Customer to a Customer Group, and Add Customers to Tenants). 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-Plain 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 Plain) 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 + Plain 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 Plain integration.
- Clio Grow and Plain integration source code, module specs and credentials implementation.
- Our Clio Grow and Plain integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Plain — 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
- Plain integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library