Clio + RingCentral
Create new communications in Clio from new sms/mms received in RingCentral
When you receive a new SMS/MMS in your RingCentral app, this workflow instantly creates a communication record in your Clio app. This automation ensures that every incoming message is documented immediately in Clio, allowing you to keep track of all communications swiftly and efficiently. It's a seamless way to integrate RingCentral with Clio, boosting your productivity and streamlining your communication records management.
When you receive a new SMS/MMS in your RingCentral app, this workflow instantly creates a communication record in your Clio app. This automation ensures that every incoming message is documented immediately in Clio, allowing you to keep track of all communications swiftly and efficiently. It's a seamless way to integrate RingCentral with Clio, boosting your productivity and streamlining your communication records management.
- When this happens...New SMS/MMS Received
Triggers when there is a new SMS/MMS received.
- automatically do this!Create Communication
Creates a new communication.
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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
