Create new Clio notes from new RingCentral call recordings
Stay organized and maintain detailed client records seamlessly with this workflow. When a new call recording happens in RingCentral, a corresponding note is created in Clio. This ensures that all vital call information is swiftly transcribed and easily accessible, saving you precious time and enhancing your productivity in client handling.
Stay organized and maintain detailed client records seamlessly with this workflow. When a new call recording happens in RingCentral, a corresponding note is created in Clio. This ensures that all vital call information is swiftly transcribed and easily accessible, saving you precious time and enhancing your productivity in client handling.
- When this happens...New Call Recording
Triggers when a call has been recorded.
- automatically do this!Create Matter Note
Creates a new matter note.
- Free forever for core features
- 14 day trial for premium features & apps
Description
Call Log TypeRequired
ViewRequired
Phone Number
Extension Number
Direction
Recording Type
Missed Calls Filter
Results
Delay By
Try ItDo Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Try ItDescription
Call Log TypeRequired
Delay By
Try ItType
StatusRequired
Try It