STEP 1
Connect Clio Grow and Xurrent
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 Xurrent Integration
Build support workflows between Clio Grow and Xurrent 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 Xurrent
Detailed info you need to know about Clio Grow and Xurrent integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Xurrent
Set up your Clio Grow and Xurrent integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Xurrent 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 Xurrent. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Xurrent work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Xurrent 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 triggersXurrent 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.
Xurrent modules
- Add Hours to a CalendarAdds hours to a specified calendar.
- Archive a PersonArchives a person in the system.
- Archive a ProjectArchives a project for record-keeping or later retrieval.
- Archive a RequestArchives a request in the system.
- Archive a Time EntryArchives a time entry to maintain historical records.
- Create a PersonCreates a new person in the system.
- Create a ProductCreates a product in the specified service.
- Create a ProjectCreates a project in the selected service or application.
- Create a Project TaskCreates a project task in the specified project management system.
- Create a RequestCreates a request in the system.
- Create a ReservationCreates a reservation for a specific service or event.
- Create a TaskCreates a new task in the specified service.
- Create a TeamCreates a new team within the specified service.
- Create a Time EntryCreates a time entry for a specific user.
- Create an InvoiceCreates an invoice for a specific customer or order.
- Delete a Project TaskDeletes a project task from the service.
- Delete a Time EntryRemoves a time entry from the system.
- Get a Calendar HourRetrieves a calendar hour from the calendar service.
- Get a PersonRetrieves a person by their ID or other identifying information.
- Get a ProductRetrieves a product from a given service.
- Get a ProjectRetrieves a project from the service.
- Get a Project TaskRetrieves a project task.
- Get a RequestRetrieves a request from the service.
- Get a ReservationRetrieves a reservation from the system.
- Get a TaskRetrieves details of a specific task.
- Get a TeamRetrieves a team from the service using a specified unique identifier.
- Get a Time EntryRetrieves a time entry.
- Get a TimesheetRetrieves a timesheet.
- Get an InvoiceRetrieves an invoice based on the provided criteria.
- List Calendar HoursRetrieves all calendar hours of the calendar.
- List Incomplete TimesheetsRetrieves all incomplete timesheets.
- List InvoicesRetrieves all invoices.
- List PeopleRetrieves all persons from the service.
- List ProductsRetrieves all products from the service.
- List Project TasksRetrieves all project tasks.
- List ProjectsRetrieves all projects.
- List RequestsRetrieves all requests from the service.
- List ReservationsRetrieves all reservations.
- List TasksRetrieves all tasks.
- List TeamsRetrieves all teams.
- List Time EntriesRetrieves all time entries.
- List TimesheetsRetrieves all timesheets.
- Lock DatesLocks a specific day.
- Make an API CallPerforms an arbitrary authorized API request.
- Remove Calendar HoursRemoves all hours from a calendar.
- Remove Calendar HoursRemoves calendar hours from a calendar entity.
- Restore a PersonRestores a person by recovering their information or status from a previous state.
- Restore a ProjectRestores a project to its previous state.
- Restore a RequestRestores a request to its previous state.
- Restore a Time EntryRestores a deleted time entry for a specific user.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Xurrent 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 Xurrent.
Connect your Clio Grow and Xurrent 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 Hours to a Calendar" in Xurrent. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Xurrent has 66 actions (including Add Hours to a Calendar, Archive a Person, and Archive a Project). 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-Xurrent 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 Xurrent) 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 + Xurrent 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 Xurrent integration.
- Clio Grow and Xurrent integration source code, module specs and credentials implementation.
- Our Clio Grow and Xurrent integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Xurrent — 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
- Xurrent integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library