Log inbound calls and missed calls in CRM

When an inbound call or missed call occurs in RingCentral, automatically log the activity on the contact's record in Clio.

Try:

See all RingCentral + Clio integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

RingCentral Explore RingCentral →

Triggers

New inbound SMS

Fires when a new text message is received in RingCentral.

New call

Fires when a new call comes in or out through RingCentral.

Missed call

Fires when a call is missed in RingCentral.

Call recording ready

Fires when a call recording finishes processing in RingCentral.

Actions

Send an SMS or MMS

Sends a text message through RingCentral.

Place an outbound call

Starts an outbound call via RingCentral.

Create or update a contact

Creates or updates a contact in RingCentral.

Send a voice message

Sends a recorded voice message via RingCentral.

Clio Explore Clio →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in Clio.

New lead

Fires when a new client lead is added in Clio.

Invoice issued

Fires when a client invoice is issued in Clio.

Actions

Create matter

Opens a new case or matter in Clio.

Create contact

Adds a client, company or contact in Clio.

Create time entry

Logs billable time against a matter in Clio.

Send text messages to newly created leads When a new lead is created in Clio, automatically send a welcome SMS via RingCentral to establish immediate contact. See details

Dispatch text confirmations on won deals When a deal is won in Clio, send an automated SMS via RingCentral to confirm details with the client. See details

See all RingCentral + Clio integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log inbound calls and missed calls in CRM” between RingCentral and Clio?

Yes — describe it in the box above and Knit's Integrations Agent researches RingCentral and Clio's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Clio and RingCentral help track phone communications?

Inbound calls, text messages, and missed calls handled in RingCentral can automatically log activities or update lead profiles directly inside Clio.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Clio can prompt RingCentral to send an automated SMS confirmation or message to the client.