STEP 1
Connect Clio Manage 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 Manage and Freshservice Integration
Build support workflows between Clio Manage 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 Manage and Freshservice
Detailed info you need to know about Clio Manage and Freshservice 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]
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 Manage to Freshservice
Set up your Clio Manage and Freshservice integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage 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 Manage and Freshservice. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Freshservice work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage 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 Manage triggersFreshservice 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.
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 Manage 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 Manage and Freshservice.
Connect your Clio Manage 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 Manage's "Watch Activities" fires, WEXTL can "Add Requester to Group" in Freshservice. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); 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 Manage-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 Manage (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 Manage + 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 Manage and Freshservice integration.
- Clio Manage and Freshservice integration source code, module specs and credentials implementation.
- Our Clio Manage and Freshservice integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage 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 Manage integration information
- Freshservice integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library