Connect Freshsales Suite and Clio
Integrate Freshsales Suite with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Task in Clio when Contact Created in Freshsales Suite
Update Person Contact in Clio when Contact Created in Freshsales Suite
Create Matter Note in Clio when Contact Created in Freshsales Suite
Create Company Contact in Clio when Contact Created in Freshsales Suite
Create Calendar Entry in Clio when Contact Created in Freshsales Suite
Popular Freshsales Suite + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Freshsales Suite
When this happens...
Contact Created
Deal Updated
New Deal Created
Contact Updated
Choose an action
Clio
Automatically do this!
Create or Update Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create New Folder
Find Or Create Matter
Create Contact
Create Matter
Update Matter
Create Time Entry
Update Company Contact
Create Expense Entry
Create Communication
Find or Create Person Contact
Create Task Template List
List All Communications
List Documents
List Matters
List All Tasks
List All Users
List All Groups
Find Clients for Matter
Create Reminder
Create or Update Task in Clio when Contact Created in Freshsales Suite
Use this flowUpdate Person Contact in Clio when Contact Created in Freshsales Suite
Use this flowCreate Matter Note in Clio when Contact Created in Freshsales Suite
Use this flowCreate Company Contact in Clio when Contact Created in Freshsales Suite
Use this flowCreate Calendar Entry in Clio when Contact Created in Freshsales Suite
Use this flowCreate New Folder in Clio when Contact Created in Freshsales Suite
Use this flowFind Or Create Matter in Clio when Contact Created in Freshsales Suite
Use this flowCreate Contact in Clio when Contact Created in Freshsales Suite
Use this flowUpdate Matter in Clio when Contact Created in Freshsales Suite
Use this flowCreate Time Entry in Clio when Contact Created in Freshsales Suite
Use this flowSupported Triggers & Actions
Everything you can automate between Freshsales Suite and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Created
Runs when a contact is created in the selected view
Deal Updated
Runs when a deal is updated within the selected recent time frame.
New Deal Created
Runs when a new deal is created in Freshsales Suite.
Contact Updated
Runs when an existing contact is updated.
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
Do thisActions
Action is the task that follows automatically within your Freshsales Suite integrations.
Update Account
Update an existing account
Create Deal
Create a new deal.
Create Task
Creates a new task in Freshsales Suite.
Update Deal
Update an existing deal.
Add Note to Contact
Add a note to a contact.
Find User
Search an existing User with the matching email ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Freshsales Suite
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
Learn more
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Freshsales Suite and Clio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Freshsales Suite and Clio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clio. No coding required.
Yes. You can set up a workflow where Freshsales Suite triggers actions in Clio, and a separate workflow where Clio triggers actions in Freshsales Suite. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Freshsales Suite and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Freshsales Suite and Clio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
