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Set up your first integration
Quickly connect Clio to RingCentral with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with RingCentral - no code necessary. See how you can get setup in minutes.
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.
You’re connected!
Zapier seamlessly connects Clio and RingCentral, automating your workflow.
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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 OwnerCreate 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 OpsTurn 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 ManagementSupported 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.
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
