When Contact is created in Clio, create Ticket in Freshservice
When Contact is created in Clio, create Ticket in Freshservice
Clio + Freshservice Integration
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When Contact is created in Clio, create Requester in Freshservice
When Contact is created in Clio, create Requester in Freshservice
Create Clio contact from new Freshservice 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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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.
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Freshservice is an IT service management software that has been built with the intention of providing real-time visibility into the lifecycle of helpdesk tickets and support activity at a granular level.
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