Hi everyone,
I’m currently building an automation using Clio Grow + Zapier.
My goal is:
Whenever a new lead comes into the Clio Grow Inbox, I want to trigger a Zap and fetch that particular lead’s details.
Firstly, I followed the Clio Grow API documentation:
https://docs.developers.clio.com/clio-grow/api-reference/
Using the Inbox Leads API endpoints, I’m successfully able to fetch lead information such as:
-
name
-
email
-
phone number
-
state
-
created_at
-
updated_at
Everything is working correctly.
However, I cannot find any way to fetch the actual message field that is entered when the lead is created in the Inbox.
In the documentation, I can see references to fields like from_message, but I cannot find how to retrieve that field from the GET Inbox Leads endpoints.
So my first question is:
Is it possible to fetch the inbox lead message field using the Clio Grow API?
If yes, which endpoint should be used?
Secondly, I tried using the native Clio Zapier app with:
“Action → API Request Beta”
to fetch Inbox Leads directly.
But it gives me this error:
“User is not authorized to access this resource with an explicit deny in an identity-based policy.”
I also tried using Zapier Webhooks, and I received the same 403 Unauthorized error.
The Clio API team suggested that this issue may be related to HTTP version handling and mentioned that HTTTP/1.1 requests (rather than HTTP/2 ones).
Because of this, I created a custom Zapier app using:
-
Clio Platform Developer Portal app credentials
-
OAuth authentication
-
Zapier Developer Platform
After creating the custom app, the API started working correctly, and now I can successfully fetch Inbox Lead details.
The only missing thing is the message field.
So again:
Is it possible to retrieve the inbox lead message content through the API?
My second question:
I want to trigger an automation whenever the Matter Status changes in Clio Grow CRM.
I’m NOT referring to the default Open/Pending status.
I mean the custom Matter Statuses that we manually create inside Clio Grow CRM.
I checked the native Zapier app and the API documentation, but I couldn’t find:
-
a trigger
-
webhook event
-
or endpoint
for Matter Status changes.
Has anyone implemented this before or found any workaround for triggering automations based on custom Matter Status changes?
Any help would be greatly appreciated. Thanks!
