STEP 1
Connect Clio Grow and Freshservice
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 Freshservice Integration
Build support workflows between Clio Grow and Freshservice on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Clio Grow and Freshservice
Detailed info you need to know about Clio Grow and Freshservice integrations in WEXTL. Explore which modules apps support and how you connect them.
Clio Grow
Manage contacts, matters, inbox leads, lead sources, and locations in Clio Grow client intake. [5]
Freshservice
IT service desk for tickets, assets, changes, and requesters — create and update incidents, manage conversations, and watch the queue. [6]
How to connect Clio Grow to Freshservice
Set up your Clio Grow and Freshservice integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Grow and Freshservice 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 Freshservice. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Grow and Freshservice work in WEXTL?
WEXTL exposes actions and triggers for Clio Grow and Freshservice 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 triggersFreshservice 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.
Freshservice modules
- Add Requester to GroupAdds a requester to a requester group.
- Convert Agent to RequesterConverts an agent into a requester.
- Convert Requester to AgentConverts a requester into an agent.
- Create AgentCreates an agent.
- Create AssetCreates an asset.
- Create Asset ComponentCreates a component on an asset.
- Create Asset TypeCreates an asset type.
- Create ChangeCreates a change.
- Create Change NoteCreates a note on a change.
- Create Child TicketCreates a child ticket under a parent.
- Create DepartmentCreates a department.
- Create GroupCreates an agent group.
- Create LocationCreates a location.
- Create NoteCreates a note on a ticket.
- Create ProblemCreates a problem.
- Create Problem NoteCreates a note on a problem.
- Create ProductCreates a product.
- Create ReleaseCreates a release.
- Create Release NoteCreates a note on a release.
- Create ReplyCreates a reply on a ticket.
- Create RequesterCreates a requester.
- Create Requester GroupCreates a requester group.
- Create SoftwareCreates a software application.
- Create TicketCreates a new ticket.
- Create Ticket TaskCreates a task on a ticket.
- Create Ticket Time EntryCreates a time entry on a ticket.
- Deactivate AgentDeactivates an agent.
- Deactivate RequesterDeactivates a requester.
- Delete AssetDeletes an asset.
- Delete Asset PermanentlyPermanently deletes an asset.
- Delete Asset TypeDeletes an asset type.
- Delete ChangeDeletes a change.
- Delete Change NoteDeletes a change note.
- Delete ConversationDeletes a ticket conversation.
- Delete Conversation AttachmentDeletes an attachment from a conversation.
- Delete DepartmentDeletes a department.
- Delete GroupDeletes an agent group.
- Delete LocationDeletes a location.
- Delete ProblemDeletes a problem.
- Delete Problem NoteDeletes a problem note.
- Delete ProductDeletes a product.
- Delete ReleaseDeletes a release.
- Delete Release NoteDeletes a release note.
- Delete Requester GroupDeletes a requester group.
- Delete SoftwareDeletes a software application.
- Delete TicketDeletes a ticket.
- Delete Ticket AttachmentDeletes an attachment from a ticket.
- Delete Ticket TaskDeletes a ticket task.
- Delete Ticket Time EntryDeletes a ticket time entry.
- Forget AgentPermanently forgets an agent.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Grow and Freshservice 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 Freshservice.
Connect your Clio Grow and Freshservice 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 Requester to Group" in Freshservice. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); Freshservice has 145 actions (including Add Requester to Group, Convert Agent to Requester, and Convert Requester to Agent). 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-Freshservice 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 Freshservice) 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 + Freshservice 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 Freshservice integration.
- Clio Grow and Freshservice integration source code, module specs and credentials implementation.
- Our Clio Grow and Freshservice integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Grow and Freshservice — 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
- Freshservice integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library