SolarWinds Service Desk + Clio Integration

Connect SolarWinds Service Desk to Clio - Automate your workflows in 1-click

With SolarWinds Service Desk automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Make use of Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s SolarWinds Service Desk + Clio integration.
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Ready Workflows For SolarWinds Service Desk + Clio Integration

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SolarWinds Service Desk + Clio Integration
1.
  • SolarWinds Service Desk
    User is created in SolarWinds Service Desk

    Triggers the automation when a new user is created

  • SolarWinds Service Desk
    Incident is created in SolarWinds Service Desk

    Triggers the automation when an incident is created

  • SolarWinds Service Desk
    Risk is created in SolarWinds Service Desk

    Triggers the automation when a risk is created

  • SolarWinds Service Desk
    Solution is created in SolarWinds Service Desk

    Triggers the automation when a solution is created

  • SolarWinds Service Desk
    Change is created in SolarWinds Service Desk

    Triggers the automation when a particular change occurs

  • SolarWinds Service Desk
    Contract is created in SolarWinds Service Desk

    Triggers the automation when a new contract is created

  • SolarWinds Service Desk
    Hardware is created in SolarWinds Service Desk

    Triggers the automation when new hardware is created

  • SolarWinds Service Desk
    Problem is created in SolarWinds Service Desk

    Triggers the automation when a new problem is created

  • SolarWinds Service Desk
    Task is created in SolarWinds Service Desk

    Triggers the automation when a new task is created

  • SolarWinds Service Desk
    Asset is created in SolarWinds Service Desk

    Triggers the automation when a new asset is created

  • SolarWinds Service Desk
    Release is created in SolarWinds Service Desk

    Triggers the automation when a new released is created

  • Clio
    Contact is created in Clio

    Triggers the automation when a new contact is created

    Instant
  • Clio
    Task is created in Clio

    Triggers the automation when a new task is created

    Instant
  • Clio
    Matter is created in Clio

    Triggers the automation when a new matter is created

    Instant
  • Clio
    Communication is created in Clio

    Triggers the automation when a new communication is created

    Instant
  • Clio
    Bill state is updated in Clio

    Triggers the automation when a bill state has been updated

    Instant
  • Clio
    Task status has updated in Clio

    Triggers the automation when a Task status has been updated

    Instant
  • Clio
    Calendar entry is created in Clio

    Triggers the automation when a new calendar entry is created

    Instant
  • Clio
    Matter status has updated in Clio

    Triggers the automation when the status of a particular matter is updated

    Instant
  • Clio
    Matter note is created in Clio

    Triggers the automation when a new note is added to any matter

  • Clio
    Activity is created in Clio

    Triggers the automation when a new activity is created

    Instant
  • Clio
    New bill is created in Clio

    Triggers the automation when a new bill is raised

    Instant
  • Clio
    Document is created in Clio

    Triggers the automation when a new document is created

2.
  • SolarWinds Service Desk
    Create incident in SolarWinds Service Desk

    Generates a new incident report

  • SolarWinds Service Desk
    Create solution in SolarWinds Service Desk

    Logs a new solution

  • SolarWinds Service Desk
    Create contract in SolarWinds Service Desk

    Generates a contract document based on particular criteria

  • SolarWinds Service Desk
    Create hardware in SolarWinds Service Desk

    Logs new hardware into the system

  • SolarWinds Service Desk
    Create problem in SolarWinds Service Desk

    Logs a new problem

  • SolarWinds Service Desk
    Create change in SolarWinds Service Desk

    Logs a new change

  • SolarWinds Service Desk
    Create asset in SolarWinds Service Desk

    Generates a new asset

  • SolarWinds Service Desk
    Create user in SolarWinds Service Desk

    Generates a new user account

  • SolarWinds Service Desk
    Create release in SolarWinds Service Desk

    Logs a new release

  • Clio
    Create person contact in Clio

    Adds a new contact to the person database

  • Clio
    Update person contact in Clio

    Updates contact information for a person

  • Clio
    Search person contact in Clio

    Searches for a person contact

  • Clio
    Search contact by custom field in Clio

    Locates and retrieves contacts using a custom field

  • Clio
    Create time entry (Activity) in Clio

    Record and track time spent on a activity

  • Clio
    Update matter in Clio

    Updates matter details with the latest information

  • Clio
    Create matter in Clio

    Generates new matter

  • Clio
    Create matter note in Clio

    Generates a note for new matters

  • Clio
    Create matter folder in Clio

    Generates a folder for organizing matter

  • Clio
    Create calendar entry in Clio

    Adds a new event to the calendar

  • Clio
    Search matter in Clio

    Searches for a matter

  • Clio
    Create expense entry (Activity) in Clio

    Record a new expense entry

  • Clio
    Search matter by custom field in Clio

    Searches for a matter using a custom field

  • Clio
    Create company contact in Clio

    Adds a new contact for a company into the company's contact list

  • Clio
    Update company contact in Clio

    Updates contact information for company records

  • Clio
    Search company contact in Clio

    Retrieves contact information for a company

  • Clio
    Search user in Clio

    Searches for a user

  • Clio
    Search bill in Clio

    Searches for a bill

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Integrate SolarWinds Service Desk & Clio In 1 Click
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