What do you want to automate
with Clio - US and Freshdesk?
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Popular Ways to Connect Clio - US with Freshdesk#
Popular Clio - US and Freshdesk Triggers#
Emit new event when the state of a bill has changed in Clio. See the documentation
Emit new event when a new activity is created in Clio. See the documentation
Emit new event when a new document is created. See the documentation
Emit new event when a contact is updated. See the documentation
Emit new event when a contact is created. See the documentation
Popular Clio - US and Freshdesk Actions#
Add a note or conversation to an existing ticket. See the documentation
Add tags to a ticket (appends to existing tags). See the documentation
Assign a Freshdesk ticket to a specific agent. See the documentation
Overview of Clio - US#
The Clio API offers a powerful way for law firms and legal professionals to automate and streamline their operations. By integrating with Pipedream, users can create custom workflows that leverage Clio's capabilities such as managing cases, tracking time, billing, and client communications. With Pipedream’s serverless platform, these automations can be triggered by a vast array of events and can connect Clio with other apps and services to enhance productivity and data consistency.
Connect Clio - US#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
clio: {
type: "app",
app: "clio",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.clio.com/api/v4/users/who_am_i`,
headers: {
Authorization: `Bearer ${this.clio.$auth.oauth_access_token}`,
},
})
},
})
Overview of Freshdesk#
The Freshdesk API empowers you to interact programmatically with your customer support platform, creating possibilities for automating repetitive tasks, integrating with other services, and enhancing customer experiences. With Pipedream, you can effortlessly connect Freshdesk to a multitude of apps, tapping into triggers and actions that streamline workflows. For instance, you can automate ticket creation, sync customer issues with a CRM, or trigger notifications based on ticket updates, all within a serverless environment.
Connect Freshdesk#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
freshdesk: {
type: "app",
app: "freshdesk",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.freshdesk.$auth.domain}.freshdesk.com/api/v2/tickets`,
auth: {
username: `${this.freshdesk.$auth.api_key}:X`,
password: ``,
},
})
},
})
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