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
ViewRequired
Phone Number
Extension Number
Direction
Recording Type
Missed Calls Filter
Results
Delay By
Try ItMissed Call
Triggers when there is a new missed call.
Try ItType
Try ItNew Voicemail
Triggers when there is a new incoming voicemail.
Try It
Call Ended
Triggers when a call has been ended.
Try ItNew Call Recording
Triggers when a call has been recorded.
Try ItType
StatusRequired
Try ItRingSense 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.
Try It