STEP 1
Connect Clio Grow and Vivantio
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 Vivantio Integration
Connect Clio Grow and Vivantio 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 Vivantio
Detailed info you need to know about Clio Grow and Vivantio integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Vivantio
Set up your Clio Grow and Vivantio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Vivantio 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 Vivantio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Vivantio work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Vivantio 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 triggersVivantio 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.
Vivantio modules
- Create a CallerCreates a new caller record in Vivantio.
- Create a ClientCreates a new client in the system.
- Create a LocationCreates a location with specified attributes.
- Create a TicketCreates a new ticket in the system for tracking purposes.
- Create an ArticleCreates a new article in the service.
- Create an AssetCreates an asset in the system.
- Delete ArticlesDeletes a set of articles from the service.
- Delete AssetsDeletes a set of assets from the service.
- Delete CallersDeletes a set of callers from the service.
- Delete ClientsDeletes a set of clients from the database or system.
- Delete LocationsDeletes a set of locations from the specified database or service.
- Delete TicketsDeletes a set of tickets from the system.
- Download an AttachmentDownloads an attachment from a specified source.
- Download an Attachment PublicDownloads a public attachment from the specified source.
- Get a CallerRetrieves information about a specific caller.
- Get a ClientRetrieves information about a specific client.
- Get a LocationRetrieves a location from the specified service.
- Get a TicketRetrieves a ticket by ID.
- Get an ArticleRetrieves an article from the service.
- Get an AssetRetrieves an asset based on the provided identifier.
- Get ArticlesRetrieves all articles.
- Get AssetsRetrieves all assets from the service.
- Get CallersRetrieves all callers.
- Get ClientsRetrieves all clients.
- Get LocationsRetrieves all locations.
- Get TicketsRetrieves all tickets from the service.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a CallerUpdates a caller's information in the system.
- Update a ClientUpdates a client in the system with new information.
- Update a LocationUpdates a location with new details or coordinates.
- Update a TicketUpdates a ticket with new information or changes.
- Update an ArticleUpdates an article with the specified new information.
- Update an AssetUpdates an asset in the system with new information.
- Upload an AttachmentUploads an attachment to the specified service.
- Watch ArticlesTriggers when a new article is published.
- Watch AssetsTriggers when a new asset is added or an existing asset is updated.
- Watch CallersTriggers when a new caller is detected.
- Watch ClientsTriggers when a new client is created or an existing client is updated.
- Watch LocationsTriggers when a new location is added or updated.
- Watch TicketsTriggers when new tickets are created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Vivantio 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 Vivantio.
Connect your Clio Grow and Vivantio 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 a Caller" in Vivantio. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Vivantio has 34 actions (including Create a Caller, Create a Client, and Create a Location). 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-Vivantio 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 Vivantio) 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 + Vivantio 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 Vivantio integration.
- Clio Grow and Vivantio integration source code, module specs and credentials implementation.
- Our Clio Grow and Vivantio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Vivantio — 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
- Vivantio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library