Airtable + RingCentral + Clio Integrations
How to connect Airtable + RingCentral + Clio
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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Airtable, RingCentral, and Clio. And don’t forget that you can add more apps and actions to create complex workflows.
New RecordTriggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.Trigger- New or Updated RecordTriggers when a record is created or updated.Trigger
- Create RecordCreates a new record with auto-populating fields.Action
- Create Records (With Line Item Support)Creates up to 10 multiple new records with line item inputAction
- Update RecordUpdate the values of specific cells in an Airtable record.Action
- Find Many Records (With Line Item Support)Finds multiple rows (10 max) using Airtable's search syntax. Returned as line items.Action
- Find RecordUse simple field search or Airtable's powerful formula syntax to find a matching Airtable record. Learn more atAction
- Find or Create Record(s) (With Line Item Support)Find or Create Record(s)Action
- Airtable
Find or Create Record
Scheduled
Action
- RingCentral
Triggers when a call has been ended.
Scheduled
Trigger
- RingCentral
Triggers when there is a new missed call.
Scheduled
Trigger
- RingCentral
Triggers when a call has been recorded.
Scheduled
Trigger
- RingCentral
Triggers when there is a new SMS/MMS received.
Instant
Trigger
- RingCentral
Triggers when there is a new SMS/MMS sent.
Instant
Trigger
- RingCentral
Triggers when there is a new incoming voicemail.
Scheduled
Trigger
- RingCentral
Creates a instant video meeting. Pair with additional action to retrieve Join URI from current action.
Scheduled
Action
- RingCentral
Starts a 2-legged RingOutCall based on specified from and to numbers.
Scheduled
Action
- RingCentral
Sends a fax.
Scheduled
Action
- RingCentral
Sends a SMS/MMS message.
Scheduled
Action
- Clio
Triggers when a new activity is created.
Instant
Trigger
- Clio
Triggers when a new bill is created.
Instant
Trigger
- Clio
Triggers when the state of a bill has changed.
Instant
Trigger
- Clio
Triggers when a new calendar entry is created.
Instant
Trigger
- Clio
Triggers when a new communication is created.
Instant
Trigger
- Clio
Triggers when a new contact is created.
Instant
Trigger
- Clio
Triggers when a new document is created.
Scheduled
Trigger
- Clio
Triggers when a new matter is created.
Instant
Trigger
- Clio
Triggers when the status of a matter has changed.
Instant
Trigger
- Clio
Triggers when a new matter note is created.
Scheduled
Trigger
- Clio
Triggers when a new task is created.
Instant
Trigger
- Clio
Triggers when the status of a task has changed.
Instant
Trigger
- Clio
Assign a Task Template List.
Scheduled
Action
- Clio
Updates an existing company contact.
Scheduled
Action
- Clio
Creates a new calendar entry.
Scheduled
Action
- Clio
Creates a new communication.
Scheduled
Action
- Clio
Creates a company contact.
Scheduled
Action
- Clio
Creates a new expense entry.
Scheduled
Action
- Clio
Creates a new folder in a matter.
Scheduled
Action
- Clio
Creates a new matter.
Scheduled
Action
- Clio
Creates a new matter note.
Scheduled
Action
- Clio
Creates a person contact.
Scheduled
Action
- Clio
Creates a new task.
Scheduled
Action
- Clio
Creates a new time entry.
Scheduled
Action
- Clio
Updates an existing person contact.
Scheduled
Action
- Clio
Update an existing matter.
Scheduled
Action
- Clio
Updates a task.
Scheduled
Action
- Clio
Upload document to matter.
Scheduled
Action
- Clio
Finds a Bill by Client ID, Matter ID or Invoice number.
Scheduled
Action
- Clio
Find a Company Contact, by name, email or phone number.
Scheduled
Action
- Clio
Find newest contact by custom field.
Scheduled
Action
- Clio
Find a matter by number, display number, description, or client name.
Scheduled
Action
- Clio
Find newest matter by client email.
Scheduled
Action
- Clio
Find newest matter by custom field.
Scheduled
Action
- Clio
Find a person contact by first name, last name, email or phone number.
Scheduled
Action
- Clio
Find a user by name.
Scheduled
Action
- Clio
Find or Create Company Contact
Scheduled
Action
- Clio
Find or Create a Matter
Scheduled
Action
- Clio
Find or Create Person Contact
Scheduled
Action
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How Airtable + RingCentral + Clio Integrations Work
- Step 1: Authenticate Airtable, RingCentral, and Clio.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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