Clio + Dialpad
Create new Clio tasks when Dialpad call states change
Efficiently manage your legal tasks with this Dialpad and Clio integration. When a call state changes in Dialpad – such as when a call is missed, completed or transferred – a new task will be automatically created in Clio. Keep track of important calls and prioritize your workload without any manual effort.
Efficiently manage your legal tasks with this Dialpad and Clio integration. When a call state changes in Dialpad – such as when a call is missed, completed or transferred – a new task will be automatically created in Clio. Keep track of important calls and prioritize your workload without any manual effort.
- When this happens...Call State Changed
Triggers when a call state changes.
- automatically do this!Create Task
Creates a new task.
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Call StatesRequired
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Activity
Triggers when a new activity is created.
Try ItBill State Updated
Triggers when the state of a bill has changed.
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SMS directionRequired
Try ItCreate and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
New Bill
Triggers when a new bill is created.
Try ItNew Calendar Entry
Triggers when a new calendar entry is created.
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