Create new communications in Clio from new call recordings in RingCentral
Enhance your legal communication processes with this efficient workflow. Whenever a new call recording is logged in your RingCentral account, it will directly result in the creation of a communication event in your Clio app. This streamlines record-keeping, ensuring every important call is logged for accurate client communication tracking in your law practice. Enjoy effortless exchange of information between your favorite phone system and law practice management software.
Enhance your legal communication processes with this efficient workflow. Whenever a new call recording is logged in your RingCentral account, it will directly result in the creation of a communication event in your Clio app. This streamlines record-keeping, ensuring every important call is logged for accurate client communication tracking in your law practice. Enjoy effortless exchange of information between your favorite phone system and law practice management software.
- When this happens...New Call Recording
Triggers when a call has been recorded.
- automatically do this!Create Communication
Creates a new communication.
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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