How to Automate Task Creation from a Template in RingCentral?

Question

Hello,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.

ByrneReese · Accepted Answer

​@JN_TechThis 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.

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