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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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