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Connect Clio to RingCentral and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from Clio

A trigger is an event that starts your Zap and runs the workflow. For example, with Clio, a trigger could be "New Activity."
A trigger is the event that kicks off your automated workflow.

Setup an action from RingCentral

An action is what takes place after the automation is triggered. For example, with RingCentral, the action could be "Create Video Meeting."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Clio to RingCentral

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Triggers and actions are the main components of every automated workflow.

Connect Clio and RingCentral to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Clio and RingCentral to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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 Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type
    Trigger
    Instant
    Try It
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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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  • CRM (Customer Relationship Management)
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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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