I’m looking to set up an automation where I can automatically generate tasks in RingCentral when I select a specific category. The task would be pre-filled with relevant details from a predefined template, including fields like title, description, assignee, and due date.
For example, if I choose a certain category (e.g., "Customer Support"), it would auto-fill task details like the assigned team member, the description of the task, and the due date based on a template for that category.
Has anyone found a simple way to achieve this using RingCentral’s native features or App Add-ins? Any suggestions or ideas would be much appreciated!
Ideally, I want to do this without having to write any custom code via the API.
Best answer by ByrneReese
@JN_Tech This is actually a really good use case. In other words… all a user has to do is select a category, and the system will go in and update the task with all the extra details needed based on the task’s category. I love it. I have added a number of features to our roadmap and backlog to enable this use case.
In the meantime, the best way to achieve this is through a script that would poll the system periodically. Assuming tasks are created in a set number of teams/chats, this should be easy. But there is no way to do to receive a webhook about a task. Nor is there a way to extract all tasks in an account. They have to be extracted chat-by-chat/team-by-team. This is not very efficient, but it will work.
There is no way to do this in Zapier either, for the same reason: no webhook exists related to chats.
@JN_Tech This is actually a really good use case. In other words… all a user has to do is select a category, and the system will go in and update the task with all the extra details needed based on the task’s category. I love it. I have added a number of features to our roadmap and backlog to enable this use case.
In the meantime, the best way to achieve this is through a script that would poll the system periodically. Assuming tasks are created in a set number of teams/chats, this should be easy. But there is no way to do to receive a webhook about a task. Nor is there a way to extract all tasks in an account. They have to be extracted chat-by-chat/team-by-team. This is not very efficient, but it will work.
There is no way to do this in Zapier either, for the same reason: no webhook exists related to chats.
We use 3 different kinds of cookies. You can choose which cookies you want to accept. We need basic cookies to make this site work, therefore these are the minimum you can select. Learn more about our cookies.
