Clio + Dialpad
Create new Clio time entries from newly created Dialpad sms messages
This workflow starts in Dialpad when a new SMS message is created, prompting a time entry activity in Clio. It facilitates smooth tracking of communication time dedicated to your cases or matters. This provides a clear record of your invested time, streamlining your billing and case management process. Benefit from efficient documentation with this simple and effective automation.
This workflow starts in Dialpad when a new SMS message is created, prompting a time entry activity in Clio. It facilitates smooth tracking of communication time dedicated to your cases or matters. This provides a clear record of your invested time, streamlining your billing and case management process. Benefit from efficient documentation with this simple and effective automation.
- When this happens...SMS Created
Triggers when an SMS is created
- automatically do this!Create Time Entry (Activity)
Creates a new time entry.
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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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