Clio + Dialpad
Create new Clio entries when Dialpad call states change
Stay on top of your time tracking with this streamlined workflow. When there's a change in call state within Dialpad, a time entry is swiftly created in Clio. This ensures every minute spent on your calls is accurately accounted for in your legal practice management software, leaving no room for missed billing hours. It's an efficient way to keep your call data and time records perfectly aligned.
Stay on top of your time tracking with this streamlined workflow. When there's a change in call state within Dialpad, a time entry is swiftly created in Clio. This ensures every minute spent on your calls is accurately accounted for in your legal practice management software, leaving no room for missed billing hours. It's an efficient way to keep your call data and time records perfectly aligned.
- When this happens...Call State Changed
Triggers when a call state changes.
- automatically do this!Create Time Entry (Activity)
Creates a new time entry.
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Call StatesRequired
Try ItApi Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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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