STEP 1
Connect Clio Grow and Zenoti
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 Zenoti Integration
Keep Clio Grow and Zenoti in sync by integrating their events and actions. When support events happen in Clio Grow, update the Zenoti automatically - without any line of code in visual workflow builder.
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Learn about Clio Grow and Zenoti
Detailed info you need to know about Clio Grow and Zenoti integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Zenoti
Set up your Clio Grow and Zenoti integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Zenoti 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 Zenoti. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Zenoti work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Zenoti 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 triggersZenoti 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.
Zenoti modules
- Add Invoice ProductAdds a product to an invoice.
- Add to QueueAdds a guest or a group of guests to the queue.
- Cancel a MembershipCancels a guest membership.
- Check In an AppointmentMarks an appointment as checked-in.
- Check In an EmployeeChecks in an employee in the system.
- Check Out an EmployeeChecks out an employee from the system, marking the end of their work period.
- Close an InvoiceCloses an invoice.
- Confirm a Service BookingConfirms a service booking.
- Create a Blockout TimeCreates a blockout time for an employee.
- Create a GuestCreates a new guest.
- Create a Guest FormCreates a guest form for collecting visitor information.
- Create a Guest NoteCreates a note for a guest.
- Create a Recurring BlockoutCreates a recurring room blockout time.
- Create a Room Blockout TimeCreates a blockout time for a room.
- Create a Service BookingCreates a service booking in the system.
- Create an EmployeeAdds an employee with catalog information.
- Create an InvoiceCreates an invoice for products.
- Create an OpportunityCreates a new opportunity in the specified service.
- Create an Opportunity NoteAdds a note to an opportunity.
- Delete a Blockout TimeRemoves a blockout time of an employee.
- Delete a Guest NoteDeletes a guest note from the system.
- Delete a Room Blockout TimeRemoves a room blockout time from the schedule.
- Delete an Invoice ProductDeletes a product from an invoice.
- Freeze a MembershipFreezes a guest membership.
- Get a GuestRetrieves guest details from the service.
- Get a Guest FormRetrieves a guest form from the service.
- Get a Guest NoteRetrieves a guest note from the service.
- Get a Room Blockout TimeRetrieves a blockout time of a room.
- Get an AppointmentRetrieves appointment details.
- Get an EmployeeRetrieves employee details with payroll information.
- Get an Employee Blockout TimeRetrieves a blockout time of an employee.
- Get an InvoiceRetrieves invoice details.
- Get an OpportunityRetrieves an opportunity.
- Get AppointmentsRetrieves the appointments of a center.
- Get Available SlotsRetrieves available slots for a service booking.
- Get Center Wait TimesRetrieves the wait times of a center.
- Get Employee Blockout TimesRetrieves the blockout times of an employee.
- Get Guest AppointmentsRetrieves all appointments of a guest.
- Get Guest CouponsRetrieves all coupons for a specific guest.
- Get Guest MembershipsRetrieves memberships of a guest.
- Get Guest NotesRetrieves the notes of a guest.
- Get Loyalty PointsRetrieves earned and redeemed loyalty points of a guest.
- Get OpportunitiesReturns a single opportunities.
- Get Opportunity NotesRetrieves notes of an opportunity.
- Get Pending Membership AmountRetrieves the pending membership collection amount of a guest.
- Get Queue AppointmentsRetrieves appointments that are currently in the queue.
- Get Room Blockout TimesRetrieves blockout times of a room.
- Get Stylist Wait TimesRetrieves wait times of stylists for a service.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark an Appointment as No-ShowMarks an appointment as a no-show.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Zenoti 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 Zenoti.
Connect your Clio Grow and Zenoti 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 Invoice Product" in Zenoti. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Zenoti has 63 actions (including Add Invoice Product, Add to Queue, and Cancel a Membership). 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-Zenoti 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 Zenoti) 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 + Zenoti 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 Zenoti integration.
- Clio Grow and Zenoti integration source code, module specs and credentials implementation.
- Our Clio Grow and Zenoti integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Zenoti — 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
- Zenoti integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library