Create new Clio notes from ended RingCentral calls
Streamline your documentation process after a call. With this workflow, whenever a call ends in RingCentral, a corresponding note is instantly created in Clio. This seamless operation not only ensures all essential details are promptly captured, but also eliminates the tedious process of manually transferring call details from one platform to another. Simplify your client management and uphold legal professional standards with this swift process.
Streamline your documentation process after a call. With this workflow, whenever a call ends in RingCentral, a corresponding note is instantly created in Clio. This seamless operation not only ensures all essential details are promptly captured, but also eliminates the tedious process of manually transferring call details from one platform to another. Simplify your client management and uphold legal professional standards with this swift process.
- When this happens...Call Ended
Triggers when a call has been ended.
- automatically do this!Create Matter Note
Creates a new matter note.
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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