Workflow Builder

I am setting up a workflow for SMS and it doesn't successfully work. need help 

In the Introduction to Workflows video, there is a slide that shows webhooks being used to kick off workflows.  Can you point me in the right direction to learn more about this?  I haven’t hunted anything down about this in the documentation yet.

What are the steps to set up auto reply for SMS out of office messages? 

I have an IVR where if the caller presses one, they are saying they want me to send a text message with my consultation link. I can get it working on company workflow if the extension is a voice mail extension, but the announcement only extension doesn’t show up as an option. I don’t really want them to be able to leave a message I just want an announcement that says they will be receiving the text message. The button press message that gets them there will say that they are approving getting a test message, etc.  

I set up a simple automator, which automatically sends an SMS when a call is received. In Automator, I changed the content of the SMS text, but the new text is not reflected in the text messages that are sent. How do I fix this?

How do I set up my system to record all the calls it doesn’t seem like it is 

Having a bit of difficulty setting up automations. Here’s what I’m trying to do: As a bare minimum, I’d like to be able to send a pre-written SMS to a customer when I call them and they don’t pick up. Ideally, this SMS would be sent after I call them twice and they don’t answer the second time, but if this is not possible no problem.How do I implement this?

How can I add a frequency to an SMS auto reply on workflow? I’m not seeing that option like I do on the templates.

Recently RingCentral introduced it's AI capabilities which can transcribe, summarize, list action items of the call recordings and share with the Sales Agents.  We are looking for a way to get these call summaries and action items to the Zoho CRM and associate with the specific lead. How can we do that?

Therre is an “SMS Received” Trigger for Custom Workflows.  Why is there no “SMS Sent” Trigger?  This would be very helpul.

Hi There, I would like to set up a webhook that sends the call transcript to a make.com URL which is triggered based on the call being over a certain amount of time. Is the this possible and if so can you send over some guidance on how to do this?Thanks, Sam

We need a sandbox environment for testing has anyone created a best practices in doing that ? 

We use an SMS prompted RingOut workflow for after hour emergencies. The RingOut works, but we need to change the incoming caller ID to our RingCentral phone number and not the recipients number. Our after hours team has our RingCentral number saved as an approved number on their phones so these calls aren’t missed when snoozed after hours.Just to clarify, I’m not referring to the ID the recipient (person initiating the workflow) sees, but rather the number that shows up when RingCentral calls our team. Is it possible to change this? 

Want to send SMS messages using your call queue’s phone number? Whether you're connecting with customers from a shared business line or building automations in Workflow Builder, this new guide helps you take the next step.We’ve put together a quick article that walks you through how to assign an SMS recipient to a call queue—unlocking texting capabilities for your team and enabling powerful workflows.Learn how to send texts from your call queue number Configure your system in just a few steps Use SMS actions in Workflow Builder with your main numberRead the full article here:How to Send SMS from a Call Queue NumberThis is a great way to streamline customer outreach while keeping communications consistent. Check it out and let us know how you're using it in your workflows!

I am trying to submit a suggestion for new RingCentral Automator work flows.  I hope this is the correct place.I would like to see the Automator fully automated to support the TCR requirements.  Specifically:send the opt out verbiage with the text message record the customer preferences to ensure text messages are not sent when the customer has opted out or are send when they have opted in

Is there a way to auto forward a text I receive to a ring central phone number to a external phone number? I experimented with the Ring Central Workflow Builder and only see a feature that can auto respond to a message and not forward it. Any ideas on how to get a text message auto forwarded would be greatly appreciated. Open to trying just about anything to make this work. Please let me know if additional context is needed. 

I setup a custom workflow that calls our inbound calls back when the inbound ends. We then connect that call to one of our IVR's. My question is, how many times will it call that customer back? And are we able to select how many times a number is called back?

I am wondering if there’s a limit to the number of workflows that can be created in the Workflow Builder of the RC App? 

I want to setup an auto-reply such that whenever someone texts my IVR phone number, they receive an SMS in response. When I setup a workflow for the IVR Menu extension, it never gets triggered. Why is that?

I want to send my personal cell a SMS when my business line receives a missed call. I want the SMS to include the missed caller’s phone number in the SMS. I have a trigger for missed call, action of send SMS, SMS from company number, SMS sent to my personal cell, and message includes the Recipient's Phone Number. I tested it and I’m not sure why it wont go through. 

I am settling up a workflow to auto send a link to schedule an appointment but it RingCentral re-sends the text repeatedly 

Setting up an IVR menu to send automated SMS responses in RingCentral requires directing calls to a designated extension, and utilizing Workflow Builder to automate the sending of SMS when a call is received at that extension. Follow these steps to implement this feature efficiently while ensuring compliance with consent requirements.Step 1: Setup up an extension to route calls toInstead of leading users to a silent or empty extension, direct them to an extension that plays an audio message that will confirm that an SMS has been sent. You can use a voicemail extension or any other extension with an audio prompt, such as:"Please check for a new SMS message with the information you requested. It may take up to several minutes for the message to arrive."Step 2: Modify Your Existing IVR MenuUpdate your current IVR menu to include an option that redirects users to the extension you created above when they press the designated key (e.g., "Press 2 to receive an SMS").Ensure Compliance with Co