Clio + Freshservice Integration

Connect Clio to Freshservice in 1 click

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1.
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
  • Freshservice
    Ticket is created in Freshservice
  • Freshservice
    Ticket is updated in Freshservice
  • Freshservice
    Requester is created in Freshservice
  • Freshservice
    Requester is updated in Freshservice
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2.

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Ready Workflows Ready Workflows   for Clio + Freshservice Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Freshservice + Clio Integration

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.
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Automations

Top 10 Most Popular Clio Automations from
Integrately Community

Just click on the workflow you want to automate

Microsoft Excel logo
Clio logo
Create Clio contact for new Microsoft Excel row
Activate
Eventbrite logo
Clio logo
Create Clio contact for new Eventbrite order
Activate
MemberPress logo
Clio logo
Create Clio contact for new MemberPress member
Activate
Google Sheets logo
Clio logo
Create Clio contact for new Google Sheets row
Activate
CompanyHub logo
Clio logo
Create Clio contact for new CompanyHub record
Activate
Microsoft Excel logo
Clio logo
Create Clio contact for new Microsoft Excel row
Activate
Eventbrite logo
Clio logo
Create Clio contact for new Eventbrite order
Activate
MemberPress logo
Clio logo
Create Clio contact for new MemberPress member
Activate
Google Sheets logo
Clio logo
Create Clio contact for new Google Sheets row
Activate
CompanyHub logo
Clio logo
Create Clio contact for new CompanyHub record
Activate
Zoho Creator logo
Clio logo
Create Clio contact for new Zoho Creator record
EasyCSV logo
Clio logo
Create Clio contact for new EasyCSV data
Bubble logo
Clio logo
Create Clio contact for new Bubble data thing
PostgreSQL logo
Clio logo
Create Clio contact for new PostgreSQL row
MySQL logo
Clio logo
Create Clio contact for new MySQL row
Zoho Creator logo
Clio logo
Create Clio contact for new Zoho Creator record
EasyCSV logo
Clio logo
Create Clio contact for new EasyCSV data
Bubble logo
Clio logo
Create Clio contact for new Bubble data thing
PostgreSQL logo
Clio logo
Create Clio contact for new PostgreSQL row
MySQL logo
Clio logo
Create Clio contact for new MySQL row

Top 10 Most Popular Freshservice Automations from
Integrately Community

Most popularmost-popular-automations
01
Freshservice logo
Aha! logo
Create Aha! feature for new Freshservice ticket
02
Freshservice logo
Microsoft Excel logo
Create Microsoft Excel row for new Freshservice ticket
03
Freshservice logo
Telegram logo
Send Telegram message for new Freshservice ticket
04
Freshservice logo
ClickSend SMS logo
Create ClickSend SMS contact for new Freshservice ticket
05
Freshservice logo
Slack logo
Send Slack message for new Freshservice ticket
cloud
Freshservice
app integration
06
Freshservice logo
Online Live Support logo
Send Online Live Support message for new Freshservice ticket
07
Freshservice logo
Microsoft Teams logo
Send Microsoft Teams message for new Freshservice ticket
08
Freshservice logo
Google Sheets logo
Create Google Sheets row for new Freshservice ticket
09
Freshservice logo
Google Sheets logo
Create Google Sheets row for new Freshservice requester
10
Chatbot logo
Freshservice logo
Create Freshservice ticket for new Chatbot response
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Clio or Freshservice With 1400+ Other Apps

Clio
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.
Freshservice
Freshservice
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.