When Contact is created in Clio, create Ticket in Freshdesk
When Contact is created in Clio, create Ticket in Freshdesk
Clio + Freshdesk Integration
Integrate Clio to Freshdesk in one click, or tell Integrately AI how you want each matter handled. Sync client details, create support tickets, notify your team, and track follow-ups automatically.
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
Ticket is updated in Freshdesk- Ticket note is created in Freshdesk
- Ticket is created in Freshdesk
2.
- Update task in Clio
- Create task in Clio
- Create communication in Clio
- Upload document in Clio
- Assign task template list to matter in Clio
- Search task by name in Clio
- Create person contact in Clio
- Update person contact in Clio
- Search person contact in Clio
- Search contact by custom field in Clio
- Create time entry (Activity) in Clio
- Update matter in Clio
- Create matter in Clio
- Create matter note in Clio
- Create matter folder in Clio
- Create calendar entry in Clio
- Search matter in Clio
- Create expense entry (Activity) in Clio
- Search matter by custom field in Clio
- Create company contact in Clio
- Update company contact in Clio
- Search company contact in Clio
- Search user in Clio
- Search bill in Clio
- Get ticket time entries by Id in Freshdesk
- Search ticket in Freshdesk
- Create Ticket in Freshdesk
- Add Notes to a Ticket in Freshdesk
- Update ticket in Freshdesk
- Get ticket by Id in Freshdesk
- Create Contact in Freshdesk
- Update contact in Freshdesk
- Create Company in Freshdesk
- Search company in Freshdesk
- Search contact in Freshdesk
- Create Forum in Freshdesk
- Create Forum Category in Freshdesk
- Get group by Id in Freshdesk
- Get agent by Id in Freshdesk
- Create a forum topic in Freshdesk
Trusted by experts at...
Ready Workflows for Clio + Freshdesk Integration
Capture client details, create support tickets, sync updates, alert your team, and send follow-ups, all in just one click.
Most popular automations
When Contact is created in Clio, create User in Freshdesk
When Contact is created in Clio, create User in Freshdesk
Create Clio contact from new Freshdesk ticket
If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Clio. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Clio integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Clio.
This makes it easy to keep track of your support tickets and contacts in one place.
See moreUse this {{trigger.CustomerSupport}} - Clio integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Clio.
This makes it easy to keep track of your support tickets and contacts in one place.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clio + Freshdesk flow
Send notifications to your team, manage tasks in project boards, and keep cloud files synced once your support tickets and matters are updated. Pick a combination and activate it in one click.
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Slack (4)
Slack (4) +
Clio (3)
Clio (3) +
Microsoft Outlook (3)
Microsoft Outlook (3) +
Asana (3)
Asana (3) +
Google Drive (3)
Google Drive (3) +
Stripe (3)
Stripe (3) F
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When a ticket is created in Freshdesk, create a matter in Clio and notify your support team on Slack
New Freshdesk tickets automatically generate matching matters in Clio and alert your team on Slack, eliminating manual data entry.
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When a contact is created in Clio, create a contact in Freshdesk and post an update in Slack
New Clio contacts instantly populate in Freshdesk and notify your team on Slack, ensuring seamless customer support coordination.
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When a ticket is updated in Freshdesk, update the matching matter in Clio and notify your team on Slack
Freshdesk ticket updates automatically refresh Clio matters and alert your team on Slack for total transparency.
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When a task is created in Clio, add notes to the ticket in Freshdesk and notify your team on Slack
New Clio tasks automatically add notes to Freshdesk tickets and alert your team on Slack to keep work coordinated.
Supported triggers and actions for Clio and Freshdesk
Mix and match to build the exact automation you need
Clio Triggers & Actions
Instant
Communication is created in Clio
Triggers the automation when a new communication is created
Try it → Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
Try it → Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
Try it → Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
Try it → Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
Try it → Matter note is created in Clio
Triggers the automation when a new note is added to any matter
Try it → Freshdesk Triggers & Actions
What can you automate with Clio + Freshdesk?
Streamline your legal practice and customer support by connecting Clio matters and Freshdesk tickets seamlessly.
🔄
Create Freshdesk tickets from new Clio matters automatically
Trigger a support ticket in Freshdesk the moment a new matter is created in Clio. Eliminate duplicate data entry and keep your support team informed of active legal cases.
📝
Capture every submitted client field across both platforms
Map all available contact details, ticket descriptions, and matter custom fields accurately between Clio and Freshdesk. Ensure complete records are maintained without manual copying.
🔔
Alert your team instantly when new items arrive
Notify staff members on team messaging channels the second a new support ticket or legal matter is registered. Ensure rapid response times for every client interaction.
🔀
Route records based on submitted priority or category
Execute different workflows depending on the priority level or custom fields submitted in your Freshdesk tickets or Clio matters. Direct urgent issues to the right personnel immediately.
🔄
Keep matter and ticket records updated in real time
Synchronize status changes and updates between Clio matters and Freshdesk tickets automatically. Prevent discrepancies and maintain a single source of truth.
🔍
Search and update existing records to prevent duplicates
Check for existing contacts and matters before creating new entries in Clio or Freshdesk. Keep your databases clean and organized without manual deduplication.
⏱️
Manage follow-ups on ticket resolution and matter status
Automate task creation, time entries, and communication logs when tickets are closed or matter states are updated. Keep your operational pipeline moving forward smoothly.
🔌
Extend your workflow to messaging and productivity apps
Connect your Clio and Freshdesk integration with Slack, Asana, or Google Drive to notify teams, create project tasks, and organize files in one unified pipeline.
And much more...
Who is Clio + Freshdesk integration for?
Law firms, client support managers, and legal professionals who need client matters and support tickets synchronised without manual copy-pasting.
Operations directors
Client support leads
Client relationship managers
Legal intake specialists
Case managers
Compliance officers
📈
Operations directors
You review practice management metrics and support ticket volumes every week, but your reports rely on manual data consolidation so the numbers are always hours behind — with this integration, every new matter and ticket syncs instantly and your dashboards stay current.
⚡
Client support leads
You need to act fast when legal clients encounter issues, but support tickets created in Clio take too long to reach your helpdesk team — automating both apps means every new matter instantly generates a support ticket so your team responds without delay.
🤝
Client relationship managers
You answer to clients who want immediate visibility into their support inquiries and case progress, but tracking updates across disconnected tools causes communication delays — this integration means every ticket update reflects in your legal matters automatically.
📊
Legal intake specialists
The volume of inbound client inquiries and support requests is too high for anyone to keep up by hand, leading to missed tickets and unassigned cases — connecting these apps means every submission populates both systems instantly without manual transcription.
📋
Case managers
You own the next step in client onboarding and depend on your support staff to hand over ticket details before you can begin work — automating both apps means every new support ticket flows straight into Clio as an active matter the moment it arrives.
🗂️
Compliance officers
You need a reliable, complete history of all client communications and support records, but manual record-keeping keeps leaving gaps in your audit trails — with this integration, every ticket note and matter update is logged accurately across platforms.
Did you know?
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Why choose Integrately to automate Clio + Freshdesk
Build and manage your Clio + Freshdesk automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + Freshdesk with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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24x5 Live Chat Support
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Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions
How do I connect Clio to Freshdesk?
You can connect Clio to Freshdesk in 1 click using ready templates, or ask Integrately AI to build the automation. It links Clio, Freshdesk, and apps like Slack and Asana instantly.
Can I automatically create a Freshdesk ticket when a new Clio matter is created?
Can I connect Clio, Freshdesk, and Slack?
What is a good Zapier alternative for Clio and Freshdesk?
How do contact updates sync between Clio and Freshdesk?
Can I update Clio matters when Freshdesk tickets change?
Do I need coding skills to automate Clio and Freshdesk?
Is the Clio and Freshdesk integration free?
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