STEP 1
Connect Clio Manage 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 Manage and Freshdesk Integration
Keep Clio Manage and Freshdesk in sync by integrating their events and actions. When support events happen in Clio Manage, update the Freshdesk automatically - without any line of code in visual workflow builder.
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Learn about Clio Manage and Freshdesk
Detailed info you need to know about Clio Manage and Freshdesk integrations in WEXTL. Explore which modules apps support and how you connect them.
Clio Manage
Manage matters, contacts, tasks, billing, documents, and calendars in Clio Manage legal practice management. [5]
How to connect Clio Manage to Freshdesk
Set up your Clio Manage and Freshdesk integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage 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 Manage and Freshdesk. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Freshdesk work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage 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 Manage triggersFreshdesk actions
Clio Manage modules
- Create a Bank AccountCreates a new bank account in Clio.
- Create a Bank TransactionCreates a new bank transaction in Clio.
- Create a CalendarCreates a new calendar in Clio.
- Create a Calendar EntryCreates a new calendar entry on a Clio calendar.
- Create a Clio Payment LinkCreates a new Clio Payments link that a client can use to pay.
- Create a CommunicationCreates a new communication record, such as an email or call log, in Clio.
- Create a ContactCreates a new person or company contact in Clio.
- Create a Conversation MessageCreates a new message in a Clio conversation.
- Create a DocumentCreates a new document in Clio.
- Create a Document TemplateCreates a new document template in Clio.
- Create a FolderCreates a new folder in Clio under a parent folder, contact, or matter.
- Create a GrantCreates a new grant in Clio.
- Create a GroupCreates a new user group in Clio.
- Create a MatterCreates a new matter for a client in Clio.
- Create a Medical Records DetailCreates a new medical records detail for a matter in Clio.
- Create an ActivityCreates a new time or expense activity entry in Clio.
- Create an Activity DescriptionCreates a new activity description in Clio.
- Create an Activity RateCreates a new activity rate in Clio.
- Create an Expense CategoryCreates a new expense category in Clio.
- Create a NoteCreates a new note on a matter or contact in Clio.
- Create a ReminderCreates a new reminder in Clio.
- Create a TaskCreates a new task assigned to a user in Clio.
- Create a Task TemplateCreates a new task template in Clio.
- Delete a Bank AccountDeletes a bank account from Clio by its ID.
- Delete a Bank TransactionDeletes a bank transaction from Clio by its ID.
- Delete a BillDeletes or voids a bill in Clio by its ID.
- Delete a CalendarDeletes a calendar from Clio by its ID.
- Delete a Calendar EntryDeletes a calendar entry from Clio by its ID.
- Delete a CommunicationDeletes a communication from Clio by its ID.
- Delete a ContactDeletes a contact from Clio by its ID.
- Delete a DocumentDeletes a document from Clio by its ID.
- Delete a Document TemplateDeletes a document template from Clio by its ID.
- Delete a FolderDeletes a folder from Clio by its ID.
- Delete a GrantDeletes a grant from Clio by its ID.
- Delete a GroupDeletes a user group from Clio by its ID.
- Delete a MatterDeletes a matter from Clio by its ID.
- Delete a Medical Records DetailDeletes a medical records detail from Clio by its ID.
- Delete an ActivityDeletes an activity from Clio by its ID.
- Delete an Activity DescriptionDeletes an activity description from Clio by its ID.
- Delete an Activity RateDeletes an activity rate from Clio by its ID.
- Delete an Expense CategoryDeletes an expense category from Clio by its ID.
- Delete a NoteDeletes a matter or contact note from Clio by its ID.
- Delete a ReminderDeletes a reminder from Clio by its ID.
- Delete a TaskDeletes a task from Clio by its ID.
- Delete a Task TemplateDeletes a task template from Clio by its ID.
- Get a Bank AccountRetrieves a single bank account from Clio by its ID.
- Get a Bank TransactionRetrieves a single bank transaction from Clio by its ID.
- Get a Bank TransferRetrieves a single bank transfer from Clio by its ID.
- Get a BillRetrieves a single bill from Clio by its ID.
- Get a CalendarRetrieves a single calendar from Clio by its ID.
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 Manage 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 Manage and Freshdesk.
Connect your Clio Manage 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 Manage's "Watch Activities" fires, WEXTL can "Add Ticket Watcher" in Freshdesk. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); 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 Manage-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 Manage (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 Manage + 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 Manage and Freshdesk integration.
- Clio Manage and Freshdesk integration source code, module specs and credentials implementation.
- Our Clio Manage and Freshdesk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage 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 Manage integration information
- Freshdesk integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library