Clio Grow and Splose Integration

Clio Grow icon
Splose icon
Clio Grow
Splose

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Build support workflows between Clio Grow and Splose 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.

3-day trialCancel anytimeUp to 10 minutes quick set up
  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Learn about Clio Grow and Splose

Detailed info you need to know about Clio Grow and Splose integrations in WEXTL. Explore which modules apps support and how you connect them.

Clio Grow

Clio Grow icon

Support7 triggers16 searches8 actionsManage contacts, matters, inbox leads, lead sources, and locations in Clio Grow client intake. [5]

Splose

Splose icon

Support17 triggers36 searches11 actionsAllied health practice management platform for scheduling, clinical notes, billing, and NDIS support. [6]

How to connect Clio Grow to Splose

Set up your Clio Grow and Splose integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Clio Grow and Splose work in WEXTL?

WEXTL exposes actions and triggers for Clio Grow and Splose 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 triggersSplose actions

Clio Grow modules
  • Clio Grow icon
    Create a Contact NoteCreates a new note on a contact in Clio Grow.
  • Clio Grow icon
    Create a Custom ActionCreates a new custom action that links to your target URL from the Clio Grow interface.
  • Clio Grow icon
    Create a Lead SourceCreates a new lead source in the Clio Grow account.
  • Clio Grow icon
    Create a LocationCreates a new location in the Clio Grow account.
  • Clio Grow icon
    Create a Matter TypeCreates a new matter type in the Clio Grow account.
  • Clio Grow icon
    Create an Inbox LeadCreates a new lead in the Clio Grow lead inbox.
  • Clio Grow icon
    Delete a Custom ActionDeletes a custom action from Clio Grow by its ID.
  • Clio Grow icon
    Get a ContactRetrieves a single contact from Clio Grow by its ID.
  • Clio Grow icon
    Get a LocationRetrieves a single location from Clio Grow by its ID.
  • Clio Grow icon
    Get a MatterRetrieves a single matter from Clio Grow by its ID.
  • Clio Grow icon
    Get a Matter TypeRetrieves a single matter type from Clio Grow by its ID.
  • Clio Grow icon
    Get an Inbox LeadRetrieves a single lead from the Clio Grow lead inbox by its ID.
  • Clio Grow icon
    Get Current UserRetrieves the Clio Grow user that owns the connected account.
  • Clio Grow icon
    List Contact NotesRetrieves the notes saved on a Clio Grow contact.
  • Clio Grow icon
    List ContactsSearches the contacts in Clio Grow and returns the matching entries.
  • Clio Grow icon
    List Custom ActionsRetrieves the custom actions configured in Clio Grow.
  • Clio Grow icon
    List Inbox LeadsRetrieves the leads in the Clio Grow lead inbox for a selected state.
  • Clio Grow icon
    List Lead SourcesRetrieves the lead sources of the Clio Grow account.
  • Clio Grow icon
    List LocationsRetrieves the locations of the Clio Grow account.
  • Clio Grow icon
    List Matter NotesRetrieves the notes saved on a Clio Grow matter.
  • Clio Grow icon
    List Matter TypesRetrieves the matter types of the Clio Grow account.
  • Clio Grow icon
    List MattersSearches the matters in Clio Grow and returns the matching entries.
  • Clio Grow icon
    List UsersRetrieves the users of the Clio Grow account.
  • Clio Grow icon
    Make an API CallSends a custom authorized request to the Clio Platform API.
  • Clio Grow icon
    Watch ContactsTriggers when a new contact is created in Clio Grow.
  • Clio Grow icon
    Watch Custom ActionsTriggers when a new custom action is created in Clio Grow.
  • Clio Grow icon
    Watch Inbox LeadsTriggers when a new lead arrives in the Clio Grow lead inbox.
  • Clio Grow icon
    Watch Lead SourcesTriggers when a new lead source is created in Clio Grow.
  • Clio Grow icon
    Watch LocationsTriggers when a new location is created in Clio Grow.
  • Clio Grow icon
    Watch MattersTriggers when a new matter is created in Clio Grow.
  • Clio Grow icon
    Watch UsersTriggers when a new user is added to Clio Grow.
Splose modules
  • Splose icon
    Create a ContactCreates a new contact record linked to a patient or organisation in Splose.
  • Splose icon
    Create a PatientCreates a new patient record in Splose with demographic and contact details.
  • Splose icon
    Create a Patient FileUploads and attaches a file to a specific patient's record in Splose.
  • Splose icon
    Create a PaymentRecords a new payment against a specific invoice in Splose.
  • Splose icon
    Create an AppointmentBooks a new appointment for a patient with a practitioner at a specified time and location.
  • Splose icon
    Delete a PaymentPermanently removes a payment record by its ID.
  • Splose icon
    Get a Busy TimeRetrieves a single busy-time block by its ID, showing when a practitioner is unavailable.
  • Splose icon
    Get a Busy Time TypeRetrieves the definition of a busy-time type by its ID.
  • Splose icon
    Get a CaseRetrieves a single patient case record by its ID.
  • Splose icon
    Get a ContactRetrieves a single contact record by its ID.
  • Splose icon
    Get a Credit NoteRetrieves a single credit note by its ID, including amount and associated invoice.
  • Splose icon
    Get a LocationRetrieves a single practice location by its ID.
  • Splose icon
    Get a PatientRetrieves a single patient record by its ID, including demographics and contact details.
  • Splose icon
    Get a Patient FormRetrieves a single completed or pending patient intake form by its ID.
  • Splose icon
    Get a PaymentRetrieves a single payment record by its ID, including amount and method.
  • Splose icon
    Get a PractitionerRetrieves a single practitioner profile by their ID.
  • Splose icon
    Get a ScreenerRetrieves a single clinical screener or assessment template by its ID.
  • Splose icon
    Get a ServiceRetrieves a single billable service item by its ID.
  • Splose icon
    Get a Support ActivityRetrieves a single NDIS support activity record by its ID.
  • Splose icon
    Get a Support ItemRetrieves a single NDIS support item by its ID, including pricing and category.
  • Splose icon
    Get a WaitlistRetrieves a single waitlist entry by its ID.
  • Splose icon
    Get an AppointmentRetrieves full details of a single appointment by its ID.
  • Splose icon
    Get an InvoiceRetrieves a single invoice by its ID, including line items and payment status.
  • Splose icon
    List AppointmentsReturns a filtered, paginated list of appointments across the practice.
  • Splose icon
    List Busy Time TypesReturns all defined busy-time type categories in the practice.
  • Splose icon
    List Busy TimesReturns a list of practitioner unavailability blocks within a date range.
  • Splose icon
    List CasesReturns a paginated list of patient cases, optionally filtered by patient or status.
  • Splose icon
    List ContactsReturns a paginated list of contacts associated with patients or organisations.
  • Splose icon
    List Credit NotesReturns a paginated list of credit notes, optionally filtered by patient or date range.
  • Splose icon
    List Custom FieldsReturns all custom field definitions configured for patients in the practice.
  • Splose icon
    List InvoicesReturns a paginated list of invoices, optionally filtered by patient or status.
  • Splose icon
    List LocationsReturns all practice locations configured in Splose.
  • Splose icon
    List Patient FormsReturns a paginated list of patient intake and clinical forms.
  • Splose icon
    List PatientsReturns a paginated list of patient records, searchable by name or date of birth.
  • Splose icon
    List PaymentsReturns a paginated list of payments, optionally filtered by invoice or date range.
  • Splose icon
    List Practitioner AvailabilitiesReturns all scheduled availability windows for a specific practitioner.
  • Splose icon
    List PractitionersReturns a list of all practitioners in the practice.
  • Splose icon
    List ScreenersReturns all clinical screener and assessment templates available in the practice.
  • Splose icon
    List ServicesReturns a paginated list of billable service items configured in the practice.
  • Splose icon
    List Support ActivitiesReturns a list of NDIS support activity records for a participant.
  • Splose icon
    List Support ItemsReturns all NDIS support items, optionally filtered by registration group or support purpose.
  • Splose icon
    List WaitlistsReturns all waitlist entries, optionally filtered by practitioner or service.
  • Splose icon
    Make an API CallExecutes any authenticated Splose API request not covered by dedicated modules.
  • Splose icon
    Update a PatientUpdates demographic, contact, or clinical details on an existing patient record.
  • Splose icon
    Update a Patient Custom FieldSets or updates the value of a custom field on a specific patient record.
  • Splose icon
    Update a Support ItemUpdates the details of an existing NDIS support item such as price or description.
  • Splose icon
    Update an AppointmentUpdates the details of an existing appointment such as time, location, or status.
  • Splose icon
    Watch AppointmentsTriggers when appointments are created or updated in Splose.
  • Splose icon
    Watch Busy Time TypesTriggers when busy-time type definitions are added or changed.
  • Splose icon
    Watch Busy TimesTriggers when practitioner busy-time blocks are created or modified.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Splose integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Clio Grow [5]

Alternative integrations to Splose [6]

Try Clio Grow and Splose on WEXTL®

Claim your 3-day trial to build Clio Grow with Splose integration and access every WEXTL® feature.

Cancel anytime.

Frequently asked questions

Common questions about connecting Clio Grow and Splose.

References

List of sources used to gather information about the Clio Grow and Splose integration.

  1. Clio Grow and Splose integration source code, module specs and credentials implementation.
  2. Our Clio Grow and Splose integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Clio Grow and Splose — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Clio Grow integration information
  6. Splose integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Clio Grow and Splose, or get started