Clio + Freshdesk
Create Freshdesk companies for new Clio activities
Effortlessly keep your client information up-to-date with this Clio to Freshdesk workflow. When a new activity occurs in Clio, a new company is created in Freshdesk, ensuring your customer support team always has the latest details on hand. Stay organized and streamline your processes with this seamless automation.
Effortlessly keep your client information up-to-date with this Clio to Freshdesk workflow. When a new activity occurs in Clio, a new company is created in Freshdesk, ensuring your customer support team always has the latest details on hand. Stay organized and streamline your processes with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Company
Allows you to create a Company entry in Freshdesk.
- Free forever for core features
- 14 day trial for premium features & apps
About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Freshdesk
Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.
