STEP 1
Connect Clio Grow and Samedi
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 Samedi Integration
Keep Clio Grow and Samedi in sync by integrating their events and actions. When support events happen in Clio Grow, update the Samedi automatically - without any line of code in visual workflow builder.
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Learn about Clio Grow and Samedi
Detailed info you need to know about Clio Grow and Samedi integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Samedi
Set up your Clio Grow and Samedi integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Samedi 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 Samedi. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Samedi work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Samedi 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 triggersSamedi 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.
Samedi modules
- Create an Appointment BookingCreates a new appointment booking in the system.
- Create an Appointment Booking with Automated PaymentCreates an appointment booking and processes an automated payment.
- Create an Appointment Booking Without a Patient UserCreates an appointment booking in the system without associating it with a patient user.
- Get a User's InfoRetrieves information about a specific user.
- Get Institution RequirementsRetrieves institution requirements by practice ID.
- Get Patient AppointmentsRetrieves patient appointments from a database or service.
- List Appointment CategoriesRetrieves appointment categories from the service.
- List Appointment TypesRetrieves a list of appointment types available in the service.
- List Available DaysRetrieves available days from the service.
- List Available TimesRetrieves available times.
- List Health InsurancesRetrieves health insurance entries from the service.
- Make an API CallMakes an arbitrary call to an API.
- Watch Appointment CategoriesTriggers when a new appointment category is created.
- Watch Health InsuranceTriggers when a new health insurance policy is created or modified.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Samedi 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 Samedi.
Connect your Clio Grow and Samedi 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 an Appointment Booking" in Samedi. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Samedi has 12 actions (including Create an Appointment Booking, Create an Appointment Booking with Automated Payment, and Create an Appointment Booking Without a Patient User). 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-Samedi 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 Samedi) 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 + Samedi 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 Samedi integration.
- Clio Grow and Samedi integration source code, module specs and credentials implementation.
- Our Clio Grow and Samedi integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Samedi — 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
- Samedi integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library