1.Triggers on call recording completed
Integrate Quo and CRM activity tracking tools to detect completed call recordings and capture recording references.
Create call log records and attach client reference links
Automatically capture call recording completed events across Quo, Google Sheets, Formatter by Zapier, and Clio. Create and update call logs when recordings finalize or metadata completesβso you can create spreadsheet rows, format received timestamps, and attach communication records without manual logging.
How this automation protects your call log quality
When call recording completed events get missed, call context becomes scattered and billing-ready history slows down. This automation captures recording details and logs them to your CRMβso your team can link calls to client records without chasing files.
Quoor swap with your favorite app
2.Creates spreadsheet row for logging
Integrate Google Sheets and spreadsheet tools to create a row that stores recording URL and caller number for the call log.
Google Sheetsor swap with your favorite app
3.Calculates duration and timestamps
Integrate Formatter by Zapier and data transformation tools to calculate duration in minutes and format the received timestamp.
Formatter by Zapieror swap with your favorite app
4.Finds contact or matter by phone
Integrate Clio and CRM search tools to look up the matching contact or matter using a cleaned phone number.
Clioor swap with your favorite app
5.Creates communication record with recording
Integrate Clio and call context tools to create a communication record and attach the recording URL and details.
6.Updates sheet with linked client name
Integrate Google Sheets and CRM linking tools to update the row with the found client or matter name.
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Step 1
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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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