Call Tools PCC + Clio
Create Clio tasks from new calendar events in Call Tools PCC
This Zapier template will start when a new calendar event is created in Call Tools, automatically creating a task in Clio. This then allows you to include additional information or other details to members outside of your Call Tools team, without the need for duplicate data entry work.
This Zapier template will start when a new calendar event is created in Call Tools, automatically creating a task in Clio. This then allows you to include additional information or other details to members outside of your Call Tools team, without the need for duplicate data entry work.
- When this happens...New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
- automatically do this!Create Task
Creates a new task.
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New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItNew Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItNew Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Try ItNew Email
Triggers when a new email is sent by a agent in Call Tools.
Try It
New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Try ItNew Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Try ItNew Contact Disposition Event
Triggers when a contact disposition is updated.
Try ItNew Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Try It
