STEP 1
Connect Clio Grow and Freshdesk
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Clio Grow and Freshdesk Integration
Keep Clio Grow and Freshdesk in sync by integrating their events and actions. When support events happen in Clio Grow, update the Freshdesk automatically - without any line of code in visual workflow builder.
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Learn about Clio Grow and Freshdesk
Detailed info you need to know about Clio Grow and Freshdesk integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clio Grow to Freshdesk
Set up your Clio Grow and Freshdesk integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Freshdesk nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Clio Grow and Freshdesk. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Freshdesk work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Freshdesk that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Clio Grow triggersFreshdesk actions
Clio Grow modules
- Create a Contact NoteCreates a new note on a contact in Clio Grow.
- Create a Custom ActionCreates a new custom action that links to your target URL from the Clio Grow interface.
- Create a Lead SourceCreates a new lead source in the Clio Grow account.
- Create a LocationCreates a new location in the Clio Grow account.
- Create a Matter TypeCreates a new matter type in the Clio Grow account.
- Create an Inbox LeadCreates a new lead in the Clio Grow lead inbox.
- Delete a Custom ActionDeletes a custom action from Clio Grow by its ID.
- Get a ContactRetrieves a single contact from Clio Grow by its ID.
- Get a LocationRetrieves a single location from Clio Grow by its ID.
- Get a MatterRetrieves a single matter from Clio Grow by its ID.
- Get a Matter TypeRetrieves a single matter type from Clio Grow by its ID.
- Get an Inbox LeadRetrieves a single lead from the Clio Grow lead inbox by its ID.
- Get Current UserRetrieves the Clio Grow user that owns the connected account.
- List Contact NotesRetrieves the notes saved on a Clio Grow contact.
- List ContactsSearches the contacts in Clio Grow and returns the matching entries.
- List Custom ActionsRetrieves the custom actions configured in Clio Grow.
- List Inbox LeadsRetrieves the leads in the Clio Grow lead inbox for a selected state.
- List Lead SourcesRetrieves the lead sources of the Clio Grow account.
- List LocationsRetrieves the locations of the Clio Grow account.
- List Matter NotesRetrieves the notes saved on a Clio Grow matter.
- List MattersSearches the matters in Clio Grow and returns the matching entries.
- List Matter TypesRetrieves the matter types of the Clio Grow account.
- List UsersRetrieves the users of the Clio Grow account.
- Make an API CallSends a custom authorized request to the Clio Platform API.
- Watch ContactsTriggers when a new contact is created in Clio Grow.
- Watch Custom ActionsTriggers when a new custom action is created in Clio Grow.
- Watch Inbox LeadsTriggers when a new lead arrives in the Clio Grow lead inbox.
- Watch Lead SourcesTriggers when a new lead source is created in Clio Grow.
- Watch LocationsTriggers when a new location is created in Clio Grow.
- Watch MattersTriggers when a new matter is created in Clio Grow.
- Watch UsersTriggers when a new user is added to Clio Grow.
Freshdesk modules
- Add Ticket WatcherAdds an agent as a watcher on a ticket.
- Bulk Delete TicketsDeletes multiple tickets at once. This moves them to the trash — Freshdesk permanently erases trashed tickets after 30 days.
- Bulk Remove Ticket WatcherRemoves the authenticated agent as a watcher from multiple tickets at once.
- Bulk Update TicketsUpdates multiple tickets at once with the same property changes.
- Cancel Companies ImportCancels a running companies import job.
- Cancel Contacts ImportCancels a running contacts import job.
- Create Account ExportStarts an account-level data export job.
- Create AgentCreates a new agent.
- Create Agents BulkCreates multiple agents at once.
- Create Automation RuleCreates a new automation rule.
- Create Canned ResponseCreates a new canned response.
- Create Canned Response FolderCreates a new canned-response folder.
- Create Canned Responses BulkCreates multiple canned responses at once.
- Create Collaboration ThreadCreates a new side-conversation (collaboration) thread on a ticket.
- Create Companies ExportStarts a companies export job.
- Create CompanyCreates a new company.
- Create Company FieldCreates a new custom company field.
- Create ContactCreates a new contact.
- Create Contact FieldCreates a new custom contact field.
- Create Contacts ExportStarts a contacts export job.
- Create GroupCreates a new group.
- Create MailboxCreates a new mailbox.
- Create Outbound Email TicketCreates a ticket representing an email your team sent proactively, rather than one received from a requester.
- Create Outbound Message ChannelSends a proactive templated WhatsApp message through Freshdesk's outbound message channel.
- Create SLA PolicyCreates a new SLA policy.
- Create Survey ResponseSubmits a response to a customer-satisfaction survey.
- Create TicketCreates a new ticket, optionally with file attachments.
- Create Ticket FormCreates a new ticket form.
- Create Ticket NoteAdds a private (or public) note to a ticket, optionally with file attachments.
- Create Ticket Satisfaction RatingSubmits a customer satisfaction rating for a ticket (Freshdesk's legacy CSAT surface).
- Create Ticket Time EntryLogs a time entry on a ticket.
- Delete AgentDeletes an agent.
- Delete AttachmentDeletes an attachment.
- Delete Automation RuleDeletes an automation rule.
- Delete CompanyDeletes a company.
- Delete ContactDeletes a contact.
- Delete Contact PermanentlyPermanently deletes a contact, bypassing the trash.
- Delete ConversationDeletes a conversation entry.
- Delete GroupDeletes a group.
- Delete MailboxDeletes a mailbox.
- Delete TicketDeletes a ticket. This moves it to the trash — Freshdesk permanently erases trashed tickets after 30 days unless restored.
- Delete Ticket FormDeletes a ticket form.
- Delete Ticket Form FieldDeletes a field from a ticket form.
- Delete Time EntryDeletes a time entry.
- Forward TicketForwards a ticket by email to one or more recipients.
- Get AccountRetrieves account details.
- Get Admin GroupRetrieves a single group's Admin routing config.
- Get AgentRetrieves a single agent.
- Get Agent AvailabilityRetrieves an agent's availability status.
- Get ArticleRetrieves a single solution article.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Freshdesk integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Clio Grow and Freshdesk.
Connect your Clio Grow and Freshdesk accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Clio Grow's "Watch Contacts" fires, WEXTL can "Add Ticket Watcher" in Freshdesk. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Freshdesk has 146 actions (including Add Ticket Watcher, Bulk Delete Tickets, and Bulk Remove Ticket Watcher). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Clio Grow-to-Freshdesk automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Clio Grow (or Freshdesk) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Clio Grow + Freshdesk automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Clio Grow and Freshdesk integration.
- Clio Grow and Freshdesk integration source code, module specs and credentials implementation.
- Our Clio Grow and Freshdesk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Freshdesk — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Clio Grow integration information
- Freshdesk integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library