Clio + RingCentral

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.

  1. When this happens...
    RingCentralRingCentral
    New Call Recording

    Triggers when a call has been recorded.

    TriggerScheduled
  2. automatically do this!
    ClioClio
    Create Matter Note

    Creates a new matter note.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Description

    • ViewRequired

    • Phone Number

    • Extension Number

    • Direction

    • Recording Type

    • Missed Calls Filter

    • Results

    • Delay By

    Trigger
    Scheduled
    Try It
  • RingCentral triggers, actions, and search

    Missed Call

    Triggers when there is a new missed call.

    Trigger
    Instant
    Try It
    • Type

    Trigger
    Instant
    Try It
  • RingCentral triggers, actions, and search

    New Voicemail

    Triggers when there is a new incoming voicemail.

    Trigger
    Instant
    Try It
  • RingCentral triggers, actions, and search

    Call Ended

    Triggers when a call has been ended.

    Trigger
    Instant
    Try It
  • RingCentral triggers, actions, and search

    New Call Recording

    Triggers when a call has been recorded.

    Trigger
    Scheduled
    Try It
    • Type

    • StatusRequired

    Trigger
    Instant
    Try It
  • RingCentral triggers, actions, and search

    RingSense Processed Recording

    Triggers when RingSense generates the transcript, summary, and additional insights from a recording. This trigger can only be used by an admin user.

    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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Related categories

  • 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.
Learn more

Related categories

  • Phone & SMS