STEP 1
Connect Clio Grow and Zendesk Conversations
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 Zendesk Conversations Integration
Clio Grow
Zendesk Conversations
Demonstration of how apps are integrated in WEXTL workflow builder [4]
Keep Clio Grow and Zendesk Conversations in sync by integrating their events and actions. When support events happen in Clio Grow, update the Zendesk Conversations automatically - without any line of code in visual workflow builder.
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Learn about Clio Grow and Zendesk Conversations
Detailed info you need to know about Clio Grow and Zendesk Conversations integrations in WEXTL. Explore which modules apps support and how you connect them.
Clio Grow
Manage contacts, matters, inbox leads, lead sources, and locations in Clio Grow client intake. [5]
Zendesk Conversations
Handle messaging conversations through Zendesk Conversations. [6]
How to connect Clio Grow to Zendesk Conversations
Set up your Clio Grow and Zendesk Conversations integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Zendesk Conversations 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 Zendesk Conversations. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Zendesk Conversations work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Zendesk Conversations 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 triggersZendesk Conversations 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.
Zendesk Conversations modules
- Create a ClientCreate a client and link it to a channel.
- Create a ConversationCreate a conversation for the specified user(s).
- Create an AppCreates a new app.
- Create an IntegrationCreates a new integration.
- Delete a ConversationDelete an entire conversation record, along with its messages and attachments.
- Delete a MessageDelete a single message of a particular conversation.
- Delete a UserDelete a user, its clients and its conversation history.
- Delete All MessagesDelete all messages of a particular conversation.
- Delete an AppDeletes an existing app.
- Delete an AttachmentRemove an attachment uploaded to conversation.
- Delete an IntegrationDeletes an existing integration.
- Download Message RefDownload a message reference.
- Get a ConversationFetches an individual conversation.
- Get a UserFetches an individual user.
- Get an AppFetches an individual app.
- Get an IntegrationRetrieve an integration.
- Join a ConversationAdds a user to a conversation using their userId.
- Leave a ConversationRemoves a user from a conversation using their userId.
- List AppsReturns a list of apps.
- List ClientsGet all the clients for a particular user,.
- List ConversationsReturns a list of all conversations that a user is part of.
- List IntegrationsRetrieves a list of integrations.
- List MessagesList all messages for a particular conversation.
- List ParticipantsLists all the participants of a particular conversation.
- List UsersReturns a list of users.
- Make an API CallPerform an arbitrary authorized API request.
- Post MessageSend a message in a particular conversation.
- Remove a ClientRemove a particular client and unsubscribe it from all connected conversations.
- Update a ConversationUpdates a conversation record.
- Update a UserUpdates a user.
- Update an AppUpdates an app.
- Update an AttachmentUpload an attachment to conversations to use in future messages.
- Update an IntegrationUpdate certain fields of existing integrations.
- Watch ConversationsListen to new conversation events.
- Watch EventsListen to new webhook events.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Zendesk Conversations 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 Zendesk Conversations.
Connect your Clio Grow and Zendesk Conversations 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 Client" in Zendesk Conversations. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Zendesk Conversations has 33 actions (including Create a Client, Create a Conversation, and Create an App). 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-Zendesk Conversations 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 Zendesk Conversations) 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 + Zendesk Conversations 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 Zendesk Conversations integration.
- Clio Grow and Zendesk Conversations integration source code, module specs and credentials implementation.
- Our Clio Grow and Zendesk Conversations integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Zendesk Conversations — 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
- Zendesk Conversations integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library