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How to connect Freshdesk and Clio
Create a New Scenario to Connect Freshdesk and Clio
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 Freshdesk, triggered by another scenario, or executed manually (for testing purposes). In most cases, Freshdesk or Clio will be your first step. To do this, click "Choose an app," find Freshdesk or Clio, and select the appropriate trigger to start the scenario.
Add the Freshdesk Node
Select the Freshdesk node from the app selection panel on the right.
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Configure the Freshdesk
Click on the Freshdesk node to configure it. You can modify the Freshdesk URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Clio Node
Next, click the plus (+) icon on the Freshdesk node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
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Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the Freshdesk and Clio 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 Freshdesk and Clio 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Freshdesk, Clio, 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 Freshdesk and Clio integration works as expected. Depending on your setup, data should flow between Freshdesk and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Freshdesk and Clio
Freshdesk + Clio + Slack: When a new ticket is created in Freshdesk, the workflow checks if it mentions a legal case by searching for keywords. If a legal case is mentioned, a Slack message is sent to the lawyer in charge, informing them about the new ticket.
Clio + Google Calendar + Freshdesk: When a new calendar entry is created in Clio, the workflow creates an event in Google Calendar to notify support staff. Simultaneously, a note is added to a Freshdesk ticket, reminding support staff about the upcoming meeting and prompting them to prepare accordingly.
Freshdesk and Clio integration alternatives
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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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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See how Latenode works
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FAQ Freshdesk and Clio
How can I connect my Freshdesk account to Clio using Latenode?
To connect your Freshdesk account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Freshdesk and click on "Connect".
- Authenticate your Freshdesk and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio matters from Freshdesk tickets?
Yes, you can! Latenode allows instant matter creation, streamlining legal workflows and saving time. Use custom logic and AI to parse ticket details and populate matter fields.
What types of tasks can I perform by integrating Freshdesk with Clio?
Integrating Freshdesk with Clio allows you to perform various tasks, including:
- Create new Clio clients from Freshdesk contacts automatically.
- Sync Freshdesk ticket updates to Clio matter notes.
- Trigger Freshdesk tickets when a new Clio matter is created.
- Automatically assign Freshdesk tickets based on Clio matter type.
- Generate summary reports combining data from both apps.
What data from Freshdesk can I access inside Latenode?
You can access tickets, contacts, agents, groups, and solutions, leveraging Latenode's flexible data transformation and AI capabilities for deeper insights.
Are there any limitations to the Freshdesk and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between Freshdesk and Clio requires manual setup.
- Complex workflows may require some JavaScript knowledge for advanced customization.
- Rate limits on Freshdesk and Clio APIs may impact the frequency of data synchronization.
