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Zapier makes it easy to integrate Clio with RingCentral - no code necessary. See how you can get setup in minutes.
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Clio
Clio
1. Choose trigger event
RingCentral
RingCentral
2. Choose action
1. Select the event
Setup
Test
Clio
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "Create Contact" in RingCentral.
You’re connected!
Zapier seamlessly connects Clio and RingCentral, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Name
Required
Allow Join before host
Mute Audio
Turn off camera for participants
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Phone Number From
Required
Caller ID
Phone Number To
Required
Play Prompt
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Phone Number From
Required
Phone Numbers To
Required
Text
Required
Files
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lookup By
Required
First Name
Last Name
Middle Name
Nick Name
Company
Job Title
Email
Email 2
Email 3
Birthday
Web Page
Notes
Home Phone
Home Phone 2
Business Phone
Business Phone 2
Mobile Phone
Business Fax
Company Phone
Assistant Phone
Car Phone
Other Phone
Other Fax
Callback Phone
Home Address Street
Home Address City
Home Address State
Home Address Zip
Home Address Country
Business Address Street
Business Address City
Business Address State
Business Address Zip
Business Address Country
Other Address Street
Other Address City
Other Address State
Other Address Zip
Other Address Country
Dialing Plan
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Clio and RingCentral with AI agents and code
Beyond Zap workflows. Call Clio and RingCentral actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
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Connect via Zapier MCP
Expose Clio and RingCentral actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Assign Task Template List
Create Contact
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Clio and RingCentral
Log missed calls in Clio as new communications.
When a missed call occurs in RingCentral, Zapier can log the event as a new communication record in Clio. This helps business owners maintain a complete record of client interactions, ensuring no client interaction is overlooked. This workflow can help improve responsiveness and provide a consistent client experience.
Create new contact entries for received customer SMS.
When an SMS is received in RingCentral, Zapier can create a new contact in Clio. Customer support teams benefit by keeping all client details organized in one place, improving response tracking and support quality while reducing manual data entry.
When a call is missed in RingCentral, Zapier can create a new task in Clio. This keeps project managers on track with follow-ups, ensuring no communication falls through the cracks. The result: more organized workflows and improved task tracking.
Learn how to automate RingCentral on the Zapier blog
Make work flow with AI
Level up your Clio to RingCentral integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Clio + RingCentral integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and RingCentral
What is required to integrate Clio with RingCentral?
To integrate Clio with RingCentral, you will need active accounts on both platforms. Additionally, our system uses triggers and actions to facilitate communication between the two services, so permissions for both Clio and RingCentral must be granted within our platform.
How can I automatically log calls from RingCentral into Clio?
By setting up a trigger in your integration platform to detect incoming or outgoing calls in RingCentral and an action that logs these calls into Clio, you can automatically document call details in your client's records.
Can I sync my contacts between Clio and RingCentral?
Yes, you can sync contacts by using a trigger when a new contact is created or updated in either Clio or RingCentral. This will prompt an action that creates a corresponding contact in the other service, keeping your databases aligned.
How do I ensure my tasks in Clio are updated after a call is completed in RingCentral?
You can configure your integration such that when a call ends in RingCentral, it triggers an action to update or create tasks associated with clients in Clio. This way, any follow-up actions or notes related to the call can be automated.
Is it possible to send SMS from RingCentral based on activities in Clio?
Absolutely. By using specific triggers for certain activities or updates within Clio—like when an important deadline approaches—a text message action can be configured via RingCentral to notify relevant parties.
What should I do if my integrations are not working as expected?
First, verify if the appropriate permissions and authorizations have been set for both applications. Check if any recent changes were made on either platform that could affect connectivity. Contact our support team if issues persist.
Can I set up notifications for missed calls from clients directly into my Clio dashboard?
Yes, by configuring a trigger for missed calls in RingCentral, you can create an action that sends notifications directly to your dashboard within Clio, ensuring you're promptly aware of any missed communications from clients.
About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About RingCentral
RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.
