1.Detect call ended event
Integrate RingCentral and call routing data to capture call ended events for time entry creation.
Create billable time entries from completed client calls
Automatically monitor completed client calls in RingCentral and qualification filters across billing workflows. Create Clio time entries when calls end, duration crosses your threshold, and participant context is capturedβso you can invoice sooner without manual data entry.
How this automation creates billable time entries
When client calls end and time entries are not captured right away, billable work can slip and invoices slow down. This automation monitors call-ended signals, filters qualifying calls, formats billing fields, and creates Clio time entriesβso your team bills faster.
RingCentralor swap with your favorite app
2.Continue only for qualifying calls
Integrate Filter by Zapier and duration thresholds to continue only for qualifying client-facing calls.
Filter by Zapieror swap with your favorite app
3.Format call date for billing
Integrate Formatter by Zapier and date formatting tools to convert call start timestamps into billing-ready dates.
Formatter by Zapieror swap with your favorite app
4.Convert duration seconds to hours
Integrate Formatter by Zapier and number tools to divide call duration seconds by 60 for billable hours.
5.Create Clio time entry
Integrate Clio and contact context to create time entries with dates, hours, participant notes, and assigned users.
Clioor swap with your favorite app
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Explore all time & billing management automations
Accelerate client billing with automated time capture, invoice routing, and hours tracking
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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