How to connect Clio with third-party apps : 19 must-have integrations
Optimize client and matter management with the top 19 Clio integrations. Improve your legal business operations and enhance productivity effectively.
Clio + Freshchat Integration
Connect Clio to Freshchat in 1 click
Free forever.Use premium features free for 14 days.1.
Contact is created in Clio Instant- Task is created in Clio Instant
- Matter is created in Clio Instant
- Communication is created in Clio Instant
- Bill state is updated in Clio Instant
- Task status has updated in Clio Instant
- Calendar entry is created in Clio Instant
- Matter status has updated in Clio Instant
- Matter note is created in Clio
- Activity is created in Clio Instant
- New bill is created in Clio Instant
- Document is created in Clio
Message is created in Freshchat Instant- Conversation is resolved in Freshchat Instant
- Conversation is reopen in Freshchat Instant
- Agent is available in conversation in Freshchat Instant
2.
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Top 10 Most Popular Clio Automations from
Integrately Community
Just click on the workflow you want to automate
Create Clio contact for new Microsoft Excel row
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
Create Clio contact for new Google Sheets row
Create Clio contact for new CompanyHub record
Create Clio contact for new Microsoft Excel row
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
Create Clio contact for new Google Sheets row
Create Clio contact for new CompanyHub record
Create Clio contact for new Zoho Creator record
Create Clio contact for new EasyCSV data
Create Clio contact for new Bubble data thing
Create Clio contact for new PostgreSQL row
Create Clio contact for new MySQL row
Create Clio contact for new Zoho Creator record
Create Clio contact for new EasyCSV data
Create Clio contact for new Bubble data thing
Create Clio contact for new PostgreSQL row
Create Clio contact for new MySQL row
Top 10 Most Popular Freshchat Automations from
Integrately Community
Most popular
01
Create Google Sheets row for new Freshchat message
02
Create CompanyHub record for new Freshchat message
03
Create ClickUp task for new Freshchat message
04
Send Gmail email for new Freshchat message
05
Create Salesforce record for new Freshchat message
06
Send TimelinesAI message for new Freshchat message
07
Create TweetPik tweet screenshot from new Freshchat message
08
Create PagePixels Screenshots screenshot from new Freshchat message
09
Create Rows row for new Freshchat message
10
Send Teleos message for new Freshchat message
Most popular
01
Create Google Sheets row for new Freshchat message
02
Create CompanyHub record for new Freshchat message
03
Create ClickUp task for new Freshchat message
04
Send Gmail email for new Freshchat message
05
Create Salesforce record for new Freshchat message
06
Send TimelinesAI message for new Freshchat message
07
Create TweetPik tweet screenshot from new Freshchat message
08
Create PagePixels Screenshots screenshot from new Freshchat message
09
Create Rows row for new Freshchat message
10
Send Teleos message for new Freshchat message
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You Can Also Connect Clio or Freshchat With 1400+ Other Apps
Clio
Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.
Freshchat
Freshchat is an AI-driven customer service suite aimed to provide quick support and personalized experiences using AI-driven bots across all platforms including messaging, live chat, email, or voice.
