RingCentral AppConnect Recipes

About

RingCentral is a comprehensive communications application that provides voice, fax, text, conferencing, and web meetings. AppConnect users can reference the examples below as they begin building their own recipes using the RingCentral integration.

In this Article

About

Recipe #1 Log a call event in Insightly

Objective

Recipe Logic

Recipe #2  Update contact's last called on date

Objective

Recipe Logic

Recipe #1 Log a call event in Insightly

Objective

When a RingCentral call has ended, log a call event in Insightly.

Recipe Logic

1. The recipe will be triggered when a call has ended in RingCentral.
2. Based on the direction of the call, inbound or outbound, search for a contact in Insightly via their phone number.
3. If a matching contact is not found, search for a lead in Insightly via their phone number.
4. If a lead is not found, create a contact in Insightly using the First Name field (first_name) pulled from the phone number from RingCentral.
5. Based on the direction of the call, search for a contact/user in Insightly. 
6. Create a new call event record in Insightly with today's date, link the contact, lead, and contact/user. Call Event is a custom object built prior to building this recipe.

Recipe #2 Update contact's last called on date

Objective

When a call has ended, update the contact record with the last called on date.

Recipe Logic

1. The recipe will be triggered when a call has ended in RingCentral.
2. Based on the direction of the call, inbound or outbound, search for a contact in Insightly via their phone number.
3. If no contacts are found, stop the job.
4. Update Contact's Last Called On Date field. The Contact's Last Called On Date custom date field has been built prior to building this recipe.