Upload new RingCentral call recordings as documents to Clio matters
Ensure that every new call recording in RingCentral is promptly documented in your Clio records using this seamless workflow. Once set up, each time a new call recording is completed in the RingCentral application, the audio file will be instantly uploaded as a document to a selected matter in the Clio app. This automation not only saves time but also ensures no important call details are missed from your legal case records.
Ensure that every new call recording in RingCentral is promptly documented in your Clio records using this seamless workflow. Once set up, each time a new call recording is completed in the RingCentral application, the audio file will be instantly uploaded as a document to a selected matter in the Clio app. This automation not only saves time but also ensures no important call details are missed from your legal case records.
- When this happens...New Call Recording
Triggers when a call has been recorded.
- automatically do this!Upload Document to Matter
Upload document to matter.
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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