STEP 1
Connect Clio Grow and Semble
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 Semble Integration
Keep Clio Grow and Semble in sync by integrating their events and actions. When support events happen in Clio Grow, update the Semble automatically - without any line of code in visual workflow builder.
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Learn about Clio Grow and Semble
Detailed info you need to know about Clio Grow and Semble integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Semble
Set up your Clio Grow and Semble integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Semble 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 Semble. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Semble work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Semble 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 triggersSemble 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.
Semble modules
- Add a Label to a PatientAttach a label reference to a patient.
- Add a Line ItemAdd a line to an existing invoice.
- Add a Membership to a PatientAssign a membership plan to a patient.
- Add a Phone Number to a PatientAdd a phone number entry.
- Add a Relationship to a PatientLink a related person to a patient.
- Add an Invoice PaymentRecord a payment against an invoice.
- Create a BookingCreate a new appointment booking.
- Create a Free-Text RecordAdd a free-text note to a consultation.
- Create a LabelCreates a new label.
- Create a LetterCreate a new patient letter.
- Create a PatientCreate a new patient record.
- Create a ProductCreates a new product.
- Create a TaskCreates a new task.
- Create an Allergy RecordRecord a patient allergy.
- Create an EpisodeCreate an episode of care for a patient.
- Create an Integration TokenGenerate a token for questionnaire/booking prefill.
- Create an InvoiceCreate a new patient invoice.
- Delete a BookingCancel/delete a booking.
- Delete a LabelDeletes an existing label.
- Delete an EpisodeDeletes an existing episode.
- Get a BookingFetch a single booking by ID.
- Get a ConsultationFetch a single consultation by ID.
- Get a ContactFetch a contact by ID.
- Get a Lab RequestFetch a pathology request by ID.
- Get a LetterFetch a specific letter by ID.
- Get a PatientFetch a single patient by ID.
- Get a Patient Integration TokenFetch a patient's integration token for questionnaire prefill.
- Get a PrescriptionFetch a single prescription by ID.
- Get a ProductFetch a single product by ID.
- Get a RecordFetch a single medical record by ID.
- Get a TaskFetch a specific task by ID.
- Get a UserFetch a single user by ID.
- Get an Account StatementFetch a single account statement by ID.
- Get an EpisodeFetch a single episode by ID.
- Get an InvoiceFetch a single invoice by ID.
- Get Availability SettingsFetch all recurring and blocker availabilities.
- List Account StatementsFetch account statements within a date range.
- List BookingsFetch a list of bookings within an optional date range.
- List ConsultationsRetrieve a list of consultations with optional date range filters.
- List ContactsRetrieve a list of contacts with optional filters.
- List Episode TypesFetch episode type reference data.
- List InvoicesFetch invoices with an optional date range filter.
- List Lab RequestsFetch pathology requests within a date range.
- List LabelsFetch a collection of labels with optional search and pagination.
- List LettersFetch letters within a date range.
- List Patient EpisodesFetch a list of patient episodes.
- List Patient RelationshipsFetch all relationships for a patient.
- List PatientsRetrieves a list of patients.
- List PrescriptionsFetch prescriptions in a date range.
- List ProductsFetch a collection of products with optional search, filters, and pagination.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Semble 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 Semble.
Connect your Clio Grow and Semble 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 a Label to a Patient" in Semble. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Semble has 66 actions (including Add a Label to a Patient, Add a Line Item, and Add a Membership to a Patient). 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-Semble 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 Semble) 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 + Semble 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 Semble integration.
- Clio Grow and Semble integration source code, module specs and credentials implementation.
- Our Clio Grow and Semble integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Semble — 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
- Semble integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library