Clio + RingCentral
Create new communications in Clio when new sms/mms are sent from RingCentral
Stay on top of your legal communication with this workflow. When you send a new SMS or MMS via RingCentral, it also creates a corresponding communication record in Clio. This ensures your client conversations, advice shared and status updates are well-documented, enhancing client service while also benefiting your case management.
Stay on top of your legal communication with this workflow. When you send a new SMS or MMS via RingCentral, it also creates a corresponding communication record in Clio. This ensures your client conversations, advice shared and status updates are well-documented, enhancing client service while also benefiting your case management.
- When this happens...New SMS/MMS Sent
Triggers when there is a new SMS/MMS sent.
- automatically do this!Create Communication
Creates a new communication.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.