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Zapier makes it easy to integrate Clio with RingCentral - no code necessary. See how you can get setup in minutes.

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Clio
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Clio
1. Choose trigger event
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RingCentral
2. Choose action
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1. Select the event
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Clio
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Clio.

Add your action

An action happens after the trigger—such as "Create Contact" in RingCentral.

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Zapier seamlessly connects Clio and RingCentral, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Clio + RingCentral integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and RingCentral

What is required to integrate Clio with RingCentral?

To integrate Clio with RingCentral, you will need active accounts on both platforms. Additionally, our system uses triggers and actions to facilitate communication between the two services, so permissions for both Clio and RingCentral must be granted within our platform.

How can I automatically log calls from RingCentral into Clio?

By setting up a trigger in your integration platform to detect incoming or outgoing calls in RingCentral and an action that logs these calls into Clio, you can automatically document call details in your client's records.

Can I sync my contacts between Clio and RingCentral?

Yes, you can sync contacts by using a trigger when a new contact is created or updated in either Clio or RingCentral. This will prompt an action that creates a corresponding contact in the other service, keeping your databases aligned.

How do I ensure my tasks in Clio are updated after a call is completed in RingCentral?

You can configure your integration such that when a call ends in RingCentral, it triggers an action to update or create tasks associated with clients in Clio. This way, any follow-up actions or notes related to the call can be automated.

Is it possible to send SMS from RingCentral based on activities in Clio?

Absolutely. By using specific triggers for certain activities or updates within Clio—like when an important deadline approaches—a text message action can be configured via RingCentral to notify relevant parties.

What should I do if my integrations are not working as expected?

First, verify if the appropriate permissions and authorizations have been set for both applications. Check if any recent changes were made on either platform that could affect connectivity. Contact our support team if issues persist.

Can I set up notifications for missed calls from clients directly into my Clio dashboard?

Yes, by configuring a trigger for missed calls in RingCentral, you can create an action that sends notifications directly to your dashboard within Clio, ensuring you're promptly aware of any missed communications from clients.

Practical ways you can use Clio and RingCentral

Log missed calls in Clio as new communications.

When a missed call occurs in RingCentral, Zapier can log the event as a new communication record in Clio. This helps business owners maintain a complete record of client interactions, ensuring no client interaction is overlooked. This workflow can help improve responsiveness and provide a consistent client experience.

Business Owner
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Create new contact entries for received customer SMS.

When an SMS is received in RingCentral, Zapier can create a new contact in Clio. Customer support teams benefit by keeping all client details organized in one place, improving response tracking and support quality while reducing manual data entry.

Customer Support Ops
Turn missed calls into tasks.

When a call is missed in RingCentral, Zapier can create a new task in Clio. This keeps project managers on track with follow-ups, ensuring no communication falls through the cracks. The result: more organized workflows and improved task tracking.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Clio triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type
    Trigger
    Instant
    Try It

Learn how to automate RingCentral on the Zapier blog

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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.
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About RingCentral
RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.
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