How can RingCentral's Zapier integration help you?

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Check out a few different ways you can take advantage of RingCentral's new Zapier integration: 

  • Archive ended RingCentral calls in Google Sheets: Use this Zap
  • Send RingCentral SMS messages from received ones: Use this Zap
  • Send Slack messages for received RingCentral SMS messages: Use this Zap
  • Save RingCentral call recordings to Google Drive: Use this Zap
  • Send RingCentral call recordings via email: Use this Zap
  • Send email via Gmail for new RingCentral call recordings: Use this Zap

Creating a Zap is easy and you can sign up here: zapier.com

Be sure to let us know of any other Zaps you've created and share them here!


Mike 
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Posted 2 years ago

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You can also use Zapier to automate your Glip tasks.   Check out these Zaps for Glip!

  • Post new Gmail messages to Glip:  Use this Zap
  • Post a message to Glip for each new post to your Facebook page: Use this Zap
  • Be notified of new Dropbox files in Glip:  Use this Zap
  • Post a message to Glip when a new ticket is created on Freshdesk:  Use this Zap
  • Post a message to Glip when your company is tagged on Instagram:  Use this Zap

Please comment or click the Helpful button above if you found any of these Zaps useful. 
(Edited)
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Brandon, Champion

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Cool.  I just made a zap to send a canned response if someone texts my main number.  I also was already sending Zendesk ticket updates into Glip.
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Glenn Hay-Roe

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I still don't see how I choose the inbound calling line ID as the number to reply to with an SMS. The custom function in Zapier can't pull that number, and Zapier's support team told me they can't help me with that need. What am I missing?
-Glenn
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Brandon, Champion

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I'll need to check myself, but I do recall seeing a post somewhere that RC may have changed/broke some things related to Zapier with the recent 9.3 release.
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Glenn Hay-Roe

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Thanks, Brandon. I'd be disappointed if this feature/functionality is now broken, but also a tiny bit relieved, in that I was not able to find it or make it happen. Thanks again, -Glenn
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Evan Galvin

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Hey guys did you figure out how to make it work? Or is it broken?
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Saadet - Community Support, Official Rep

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Hey Evan,

If you need help getting Zapier set up, I would ask your Account Manager if they could get you in touch with our Integrations Team :)
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Mike, Official Rep

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I'll chime in with my personal Zap too.  I created a Zap that sends me a Glip message whenever there's a post made to my Twitter page.  
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HootSuite App

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This reply was created from a merged topic originally titled Zapier integration.

In response to kkhandel on TWITTER: https://twitter.com/kkhandel/status/7...

@zapier now integrates with @RingCentral and @klipfolio Integrates with Zapier, so you can get your data from Ringcentral to Klipfolio.
(Edited)
This reply was created from a merged topic originally titled We want to set up an automatic text message to those who come to our site. We ar....

We want to set up an auto SMS, like an automaticl text message to those who come to our site and request a text. T. The system we are looking to start using is autopilothq.com.
(Edited)
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Samantha Lee

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So i send my recording to dropbox via zapier, what i am going to do it, set up a multi-zap that takes that recording and then zaps it into my contacts record and if there is not contact record then I wiull have it create a new record with the status..open, :) 
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Arndt

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I'm a little confused on how this works. I've setup a Zapier that creates a row in a Google Sheet for "Call Ended" calls.  I've set it up, made some test runs which seem to work fine but it's still not creating any rows in the Google Sheet. I have a feeling it has to do with the extension I'm logging into but I'm just logging in using my Ringcentral main number and password. No extensions or specific user numbers. How do I get around this?
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Arndt

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Here's an issue I'm encountering now. I have a Zapier setup that  to save call recordings to a folder in my Google Drive. Everything is working great BUT i get emails with this error over and over again.

"Google Drive: platform.ringcentral.com returned (404) Not Found and said "Resource for parameter [callRecordingId] is not found"

I've looked at the settings and I'm not sure what is causing this error.  I've attached a screenshot of the Drive upload settings. Could anything here be causing it?
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Arndt ,   Just wanted to follow up on this. Are you still getting those emails with the error message?
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Arndt

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Yes, I get errors daily. Here's the two I seem to get repeatedly.

Google Drive: media.ringcentral.com returned (404) Not Found and said "Resource for parameter [callRecordingId] is not found"

Google Drive: media.ringcentral.com returned (429) Error and said "Request rate exceeded"


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Hello Arndt, 

I found out that this is a known issue they are working on.  You can open a support case and in the notes include:  Related to RC-55312

(Edited)
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Mike, Official Rep

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Arndt,  Also, did you see Kim's post below about the DropBox integration. You may want to give that a try too. 
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Neeraj Kamdar

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This reply was created from a merged topic originally titled Call Recordings: automatically forward to email.

It would be great if recorded calls could be automatically emailed. We would like our sales manager to review all calls by sales trainees and emailing the recorded calls as soon as the call is over would help instead of having to manually download the recordings. 

I understand that email attachment size could be a problem, but if the size of the recording is say over 10 - 15 MB, maybe instead of attaching the recorded call, you could include a link to listen to the recording. 
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Check out our NEW RingCentral for Dropbox feature!! :-) 
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SAMANTHA LEE

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it's not loading...:) but excited to seeeeee
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SAMANTHA LEE

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I removed the last 2 characters form the string and it works:  "%20"
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SAMANTHA LEE

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THANK YOU SO MUCH!!!! I didn't know about this!! Yippy!!
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Kim, Alum

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@Samantha - it's a brand NEW feature! Just released!!  Please reply to that thread and let us know your feedback!!! :-) 
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Arndt

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Is there a way to setup Zapier to save the call logs into Google Sheets without doing it per call? Zapier price plan looks attractive but when you're being charged per tasks it adds up quickly. I blew through 3000 tasks within a few days and I can't justify paying more than the $50 per month.  

I'd really like an option where I can have it upload a call log file into Google Sheets on a timed basis.
(Edited)
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Cameron Saemann

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Can an Action be added to Ringcentral in Zapier to create a new contact in Ringcentral?

This way, when a new Contact gets added to my CRM, it will be in my Ringcentral account and I'll know who's calling via Caller ID.
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Hi Cameron,  I've played around with the Zapier integration quite a bit and It doesn't look like it's sophisticated enough to do this.

Mike
I am having issues creating a zap whereby incoming missed calls to our main number (where the caller hangs up before selecting any extensions) receives an auto-SMS reply.

I am using a zap template (see attached photo) and am successful when using a specific extension's RC login credentials. However, when I attempt the zap for the circumstances described above using the admin credentials, the zap fails.

It seems like there's some data misalignment when using the admin credentials for the main number. During the zap editing process, zap fetches a missed call from yesterday, 8/23/17, (see attached photos) from a call queue extension. However, we have had several missed calls as described at top today that are not being fetched.

I called RC support and they advised that they have received no zap training. However, they did confirm that the main number's credentials should be the admin's. They tried their best and I appreciate it.

Any thoughts on getting this zap to work? Thanks in advance.



-
(Edited)
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Jitender Kumar, Director Application Development

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Hello, 
We will be happy to help. Could you kindly clarify the scenario more specifically that is not working for you? Something Like

1. Caller makes call to company X#, Call is missed
2. A Zap trigger is setup with userA who has access to view all calls missed on X#
3. A Zap action is setup with userB where it sends SMS to Y#  

  
Hi Jitender,

Thanks for responding. I've attached a screenshot of the automated steps involved at bottom.

My best efforts description delineated by service used:

Ring Central
  1. Caller A from phone #Y makes call to company X's main line
  2. Caller A encounters Auto-Receptionist Company Greeting
  3. Caller A hangs up before greeting concludes and without selecting any options or being forwarded to general mailbox

Zapier
  1. A Zap trigger is set up for User Z who can view company X's main line missed calls (presumably Super Admin. This is how I set up)
  2. The Zap trigger is for the missed call from phone #Y as described under Ring Central above
  3. A Zap action is set up whereby User Z (which represents the main line) sends an SMS to Caller A at phone #Y (the missed cal described abovel)
  4. As it stands right now using the Super Admin credentials for User Z, Zapier is not accessing the missed calls from the main line.
  5. Instead, Zapier is fetching a missed call from 2 days ago. It seems like the Super Admin may not be the correct credentials for User Z (which represents the main line).

Please let me know if I can provide further detail to address.

Best,
Paul

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Jitender Kumar, Director Application Development

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Hello Paul, 
It appears you are doing everything right. Let me send you an email and let's do a screen share next week. 
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Jitender Kumar, Director Application Development

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Paul and I looked at it,  We figured Paul want to send automated SMS from a number that is not entitled to SMS capabilities.  I have advised Paul to contact our support. 
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@Paul - we trigger off of Text Messages sent to our mainline using Zapier. I recall it being a real pain to figure out how to access those events - I think we ended up having to log in and connect as the operator extension (not the super admin) in order to be able to trigger off of the mainline events. We then text people back that we can't use our mainline for text messaging (as RC doesn't support from a user standpoint) and use Textline with Zapier to text back and forth (we take the text message sent to RC and move it to Textline where we can actually deal with it). It's not from our RC number but allows multiple users to see and respond to the texts. It also has a much better integration with Zendesk than RingCentral for text messaging.

Careful when you use the New SMS trigger in zapier - it will loop easily as it triggers off both sent and received so your own responses trigger a new message. You need to filter on it being inbound and not from your RC number.




I'm sure you could do something similar for missed calls to the main number, however, if you also have triggers for missed department calls (i.e. they did navigated your phone tree but then hung up), you may trigger twice, once for the missed department call and for the missed overall call.

Let me know if that works as we may do that too,

Brett


 



 
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This reply was created from a merged topic originally titled Zapier Integration Issues.

In response to MattAster on TWITTER: https://twitter.com/MattAster/status/...

When @RingCentral breaks something with their new updates they refuse to provide support. Good luck to everyone still using @Zapier.
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Saadet - Community Support, Official Rep

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Hello Matt,

Could you provide more details regarding the issue you're experiencing so we can help?
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Matt Aster

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You made a change, now only the user that authorized the connection calls are found. As admin I need it to find ALL calls.
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Hello Matt,

I see you have a case open with our Developers. Please provide them with as many details about your setup as possible so they can assist you.
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Matt Aster

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They are no help.
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Matt Volpert

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I'm a bit surprised there's no Zapier functionality for adding or updating a contact in RingCentral. This seems like a no-brainer to me. Does anyone know if this is in the roadmap?
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Saadet - Community Support, Official Rep

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Hey Matt, that would be something to bring up with Zapier since it's their integration with us - we don't have much control over it.
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Brett Youngberg, Champion

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RingCentral doesn't have a central company database for contacts (other than for individual users) so it would only show up on a user address book specifically. That's been on the request list for 5+ years so I wouldn't get your hopes up to have the zapier intergration improved. Or you'd have to create a connection to everyone's user account, get their username and password, and have one long zap that ads to everyone or 1 zap per RingCentral user. Just like Zendesk integration - it's the most basic integration (i.e. forward ringcentral email notification with a an attachment to your zendesk email address to create a voicemail ticket in Zendesk)

I wouldn't waste your time in these forums
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Matt Volpert

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Thank you for the insight. RC has been pretty disappointing so far.