Integrate Freshdesk with Clio

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between Freshdesk and Clio

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Freshdesk Integrations

About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

About Clio

Clio offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting.

Freshdesk + Clio Quick Connects

Want to explore Freshdesk + Clio quick connects for faster integration? Here’s our list of the best Freshdesk + Clio quick connects.

Explore quick connects

Connect Freshdesk + Clio in easier way

It's easy to connect Freshdesk + Clio without coding knowledge. Start creating your own business flow.

Triggers
New Contact

Triggers when a new customer is created.
New Ticket

Triggers when there is a new ticket is created in Freshdesk.
Update Ticket

Triggers when a Ticket is updated.
New Activity

Triggers when a new activity is Created.
New ActivityDescription

Triggers when new ActivityDescription is created.
New Bill

Triggers when a new Billis created.
New Calendar Entry

Triggers when a new Calendar Entry is Created.
New Communication

Triggers when a new Communication is added.
New Contact

Triggers when a new Contact is created.
New Document

Triggers when a new Document is added.
New Expense Category

Triggers when a new Expense Category is created.
New Folder

Triggers when a new Folder is created.
New Matter

Triggers when a new Matter is created.
New Task

Triggers when a new Task is created.

Actions
Create Contact

Allows you to create a User/Customer in Freshdesk for your support domain.
Create Ticket

Create a ticket in Freshdesk for your domain.
Create Activity Description

Creates a new ActivityDescription.

How Freshdesk & Clio Integrations Work

Step 1: Choose Freshdesk as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Clio as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Freshdesk to Clio.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.