1.Monitor incoming call record
Integrate Posh and call note capture tools to trigger on new incoming call records with caller details.
Create or update client records from receptionist calls
Automatically capture inbound receptionist call records across Posh and Clio. Create and update when caller matches, matters are found, or call notes need recordingβso you can normalize phones, write CRM notes, and link intake context without manual reporting.
How this automation updates client records and call notes
When an incoming receptionist call record arrives, delays can leave intake owners without the right context. This automation processes phone matching and searches contacts and matters, then creates or updates CRM records and call notesβso your team can respond with accuracy.
Poshor swap with your favorite app
2.Normalize phone numbers
Integrate Formatter by Zapier and phone matching tools to normalize the source phone number for reliable contact lookups.
Formatter by Zapieror swap with your favorite app
3.Find person contact
Integrate Clio and contact lookup tools to search for a matching person contact by normalized phone.
Clioor swap with your favorite app
4.Find related matter
Integrate Clio and matter lookup tools to search for an associated matter by client reference or phone.
5.Create or update records and notes
Integrate Clio and CRM note writing tools to create or update contacts and matters with structured call notes.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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