STEP 1
Connect Clio Grow and Practice Better
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 Practice Better Integration
Build support workflows between Clio Grow and Practice Better on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Clio Grow and Practice Better
Detailed info you need to know about Clio Grow and Practice Better 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]
Practice Better
All-in-one practice management platform for health and wellness practitioners to manage clients, sessions, billing, and care plans. [6]
How to connect Clio Grow to Practice Better
Set up your Clio Grow and Practice Better integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Practice Better 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 Practice Better. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Practice Better work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Practice Better 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 triggersPractice Better 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.
Practice Better modules
- Book a SessionBooks a new session for a client with a specified consultant and time slot.
- Cancel a PackageCancels an active service package for a client by its ID.
- Cancel a SessionCancels an existing session by its ID.
- Create a Blood MeasurementRecords a new blood measurement entry for a client.
- Create a Body MeasurementRecords a new body measurement or vital entry for a client.
- Create a Client Diet ProfileCreates a diet and lifestyle profile for a client.
- Create a Client RecordCreates a new client record in the practice.
- Create a Client Record Medical ProductsAdds medical product history entries to a client's record.
- Create a Client Record Medical ProfileCreates a medical history profile for a client's record.
- Create a Form RequestSends a new form request to a client for completion.
- Create a PackageCreates a new service package and assigns it to a client.
- Delete a Blood MeasurementPermanently deletes a blood measurement entry by its ID.
- Delete a Body MeasurementPermanently deletes a body measurement entry by its ID.
- Delete a Client RecordPermanently deletes a client record by its ID.
- Delete a Client Record Medical ProductRemoves a medical product history entry from a client's record.
- Delete a PackagePermanently deletes a client service package by its ID.
- Delete a SessionPermanently deletes a session by its ID.
- Get a Blood MeasurementRetrieves a single blood measurement entry by its ID.
- Get a Body MeasurementRetrieves a single body measurement or vital entry by its ID.
- Get a Client Diet ProfileRetrieves the diet and lifestyle profile for a given client.
- Get a Client RecordRetrieves the details of a single client record by its ID.
- Get a Client Record Medical ProductsRetrieves the medical product history for a given client record.
- Get a Client Record Medical ProfileRetrieves the medical history profile for a given client record.
- Get a CMS-1500 FormRetrieves a single CMS-1500 insurance claim form by its ID.
- Get a Form RequestRetrieves a single form request by its ID.
- Get a Lab RequestRetrieves a single lab request by its ID.
- Get a Lab Request AttachmentRetrieves a specific attachment from a lab request by its lab request ID and attachment ID.
- Get a PackageRetrieves a single client service package by its ID.
- Get a ProgramRetrieves a single program by its ID.
- Get a ProtocolRetrieves a single care protocol by its ID.
- Get a Protocol AttachmentRetrieves a specific attachment from a protocol by its protocol ID and attachment ID.
- Get a SessionRetrieves a single session by its ID.
- Get a Session NoteRetrieves a single session note by its ID.
- Get a SuperbillRetrieves a single superbill by its ID.
- Get a TaskRetrieves a single task by its ID.
- Get an InvoiceRetrieves a single invoice by its ID.
- Get Consultant ProfileRetrieves the profile details of a practitioner or consultant by their ID.
- Get Insurance ClaimRetrieves a summary of insurance claims submitted to an integrated insurance partner.
- Get Payment HistoryRetrieves a summary of payments collected and payment history for a specified period.
- Get Sales TaxRetrieves sales tax information for payments processed within a given period.
- Get Transaction StatementRetrieves transaction details for a specified period.
- List Availability SlotsReturns a list of available time slots from a consultant's calendar.
- List Blood MeasurementsReturns a list of blood measurement entries for a given client.
- List Body MeasurementsReturns a list of body measurements and vitals for a given client.
- List Client RecordsReturns a paginated list of client records in the practice.
- List CMS-1500 FormsReturns a list of CMS-1500 insurance claim forms.
- List ConsultantsReturns a list of practitioners and admin users in the practice.
- List Form RequestsReturns a list of form requests sent to clients.
- List FormsReturns a list of intake and assessment forms in the practice.
- List InvoicesReturns a list of client invoices.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Practice Better 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 Practice Better.
Connect your Clio Grow and Practice Better 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 "Book a Session" in Practice Better. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Practice Better has 72 actions (including Book a Session, Cancel a Package, and Cancel a Session). 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-Practice Better 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 Practice Better) 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 + Practice Better 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 Practice Better integration.
- Clio Grow and Practice Better integration source code, module specs and credentials implementation.
- Our Clio Grow and Practice Better integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Practice Better — 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
- Practice Better integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library