1.Monitor incoming receptionist call messages
Integrate Posh to detect qualifying appointment messages and to trigger call logging for CRM records.
Log appointment calls to client records and contacts
Automatically log incoming receptionist appointment calls across Posh and Clio. Attach call notes to the right person or matter when appointment messages arrive, appointment labels match, or appointment keywords appearβso you can find contacts, add matter context, and update records without manual logging.
How this automation logs appointment calls to CRM records
When a qualifying appointment message arrives, delays can leave coordinators without context and records incomplete. This automation monitors Posh calls, looks up people and matters, and writes call note details in Clioβso your team can capture every interaction on time.
Poshor swap with your favorite app
2.Find person by phone
Integrate Clio and contact lookup tools to search by incoming phone number and to find the matching person record.
Clioor swap with your favorite app
3.Find matter by phone
Integrate Clio and matter lookup tools to search by incoming phone number and to identify the associated matter.
4.Create or update call note records
Integrate Clio to conditionally write call note details to the matter or contact and to use the message timestamp.
5.Create new person on no match
Integrate Clio and CRM record creation to create a new person when no match exists and to store the call note.
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