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How to connect Clio and Freshdesk
Create a New Scenario to Connect Clio and Freshdesk
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or Freshdesk will be your first step. To do this, click "Choose an app," find Clio or Freshdesk, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the Freshdesk Node
Next, click the plus (+) icon on the Clio node, select Freshdesk from the list of available apps, and choose the action you need from the list of nodes within Freshdesk.
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Authenticate Freshdesk
Now, click the Freshdesk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Freshdesk settings. Authentication allows you to use Freshdesk through Latenode.
Configure the Clio and Freshdesk Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Clio and Freshdesk Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Clio, Freshdesk, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Clio and Freshdesk integration works as expected. Depending on your setup, data should flow between Clio and Freshdesk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Clio and Freshdesk
Clio + Freshdesk + Slack: When a new contact is added in Clio, a ticket is created in Freshdesk to track initial engagement. A Slack channel is then created to facilitate internal discussion about the new client.
Freshdesk + Clio + Google Calendar: When a ticket is updated in Freshdesk, the automation updates related tasks in Clio to reflect progress. Finally, it schedules a follow-up event in Google Calendar to remind the agent to check on the issue later.
Clio and Freshdesk integration alternatives
About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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About Freshdesk
Sync Freshdesk tickets with other apps in Latenode to automate support workflows. Update databases, trigger alerts, or generate reports based on ticket status, all without code. Connect Freshdesk to your CRM or marketing tools to close the loop on customer issues. Less manual work, more automation.
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See how Latenode works
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FAQ Clio and Freshdesk
How can I connect my Clio account to Freshdesk using Latenode?
To connect your Clio account to Freshdesk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and Freshdesk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Freshdesk tickets from new Clio matters?
Yes, using Latenode! Automate ticket creation for new Clio matters, ensuring seamless support case management. Latenode's flexibility extends beyond basic integrations.
What types of tasks can I perform by integrating Clio with Freshdesk?
Integrating Clio with Freshdesk allows you to perform various tasks, including:
- Create Freshdesk tickets when new matters are created in Clio.
- Update Freshdesk tickets when matter details change in Clio.
- Associate Clio clients with corresponding Freshdesk contacts.
- Trigger Clio actions based on Freshdesk ticket status changes.
- Sync contact information between Clio and Freshdesk.
How does Latenode handle Clio's data privacy requirements?
Latenode ensures secure data transfer between Clio and Freshdesk using encrypted connections and adheres to data privacy best practices.
Are there any limitations to the Clio and Freshdesk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data synchronization may require manual setup.
- Complex custom fields might need JavaScript for full compatibility.
- Rate limits on Clio's API can affect high-volume data transfers.
