Connect Ringg AI and Clio to Build Intelligent Automations

Choose a Trigger

Ringg AI

When this happens...

Choose an Action

Clio

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Matter

New Matter

Triggers when a new matter is created

New Activity

New Activity

Triggers when a new activity is created

New Bill

New Bill

Triggers when a new bill is created

New Calender Entry

New Calender Entry

Triggers when a new calender entry is created

New Communication

New Communication

Triggers when a new communication is created

New Contact

New Contact

Triggers when a new contact is created

Do thisActions

Action is the task that follows automatically within your Ringg AI integrations.

List Agents

List Agents

Show all agents in your account.

Get call details

Get call details

Get details for a specific call, including optional AI analysis

Get Workspace  Numbers

Get Workspace Numbers

Retrieve the phone numbers available in this workspace.

Place an outbound call

Place an outbound call

Place an outbound call to a contact or phone number

Find a User

Find a User

Find a user by name

Create Task

Create Task

Creates a new task.

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Ringg AI and Clio?

To start, connect both your Ringg AI and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Ringg AI triggers actions in Clio (or vice versa).

Can we customize how data from Ringg AI is recorded in Clio?

Absolutely. You can customize how Ringg AI data is recorded in Clio. This includes choosing which data fields go into which fields of Clio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Ringg AI and Clio?

The data sync between Ringg AI and Clio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Ringg AI to Clio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Ringg AI and Clio?

Yes, you can set conditional logic to control the flow of data between Ringg AI and Clio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Ringg AI

About Ringg AI

Ringg AI offers advanced AI-driven solutions to enhance communication and customer interaction. With cutting-edge technology, it streamlines processes and improves efficiency for businesses.

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Clio

About Clio

Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.

Learn More