Workflow Builder

Hello,I see that Workflow Builder has a handful of templates pre-configured by RingCentral under the “Templates” section.Would you please add a feature that allows me, as a Super Admin of my company’s RingCentral account, to:Create and customize Workflow Builder templates tailored to our company’s needs; and Allow all users in our company to use those templates, if they wish?Thank you,Chantal

Hello,I am relatively new to the Workflow Builder. I have created a simple workflow for customers to press a number to get to a department.  However, I would like to see examples of more complicated workflows.Anyone want to share a screen shot or two?Thanks,Dan Shawver 

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.

Hello, I am in the process of building a workflow, and have a rough skeleton of it working. But I received a new requirement, that will add a condition to the beginning of the workflow.   If the condition is true, the workflow should continue as normal.  If the condition is false, then the workflow needs to skip directly to the “End of flow” step.   When I go into the editor and add the new condition, all the paths connect to the next step, so even if the condition fails, the workflow will still continue.    I searched for steps and I don’t see any that would allow me to add a second “end of flow” and I do not see a way to unlink the path and reattach it to the “end of flow” at the bottom.   Is the only option to start over brom the beginning with a new workflow?

It would be very helpful to have a feature that sends automatic texts when someone calls. We serve a very specific set of clientele who call a lot but very often do not leave a message, and then later accuse us of not being responsive to them. I would love to be able to have an automatic text sent out to any number that calls saying something like “Thank you for your call, and please remember that if you do not leave a message, we do not know to call you back...”

I had two meetings with engineers through Ring Central and thus far out of the full Automator has completely turned of 8-10 which has greatly influenced my business as we get 40 calls a day and my staff this is feature to have patients schedule the website or to call them back when they free. I have opened over 5-6 cases which get unresolved and closed. It just seems like it is manually reset. Also I have still having ongoing issues with SMS being sent to incoming faxes which has never been fixed. It seems like no one in Ring C entral wants to address these issues which are very backend in nature as all the settings are correct and have been reviewed by multiple lower level teams. Given the nature of my business and how busy I am I should not have to constantly deal with this. Can someone figure why this is happening over and over. Otherwise I will port my number over and switch to a more reliable company. I’m getting very frustrated because it really impacting my business I discussed

For the SMS Auto-reply to work in the Workflow Builder do the Business SMS permissions need to remain enabled in the role for the user? I want to stop the users from being able to use SMS and send out auto-replies instead.

Is there a way to connect Ring Central to a third party application (Churn Zero) to record all calls and text messages coming in?

In my IVR, I would like to have an option along the lines of:“Please press 1 to receive a text back to your cellular number with instructions for blah blah blah.”  Does Workflow have that function available yet?Thank you!

Unable to get Ringout to call the number listed in the workflow. 

I am a super Admin but am unable to create Company Workflows in the Automator 

I had an “After Hours SMS” automation enabled the night of the transfer to the new “Workflows”. Now I am unable to disable that original automation nor can I delete it being that it is still “Enabled” Any advice on how to turn this off? 

Had an employee go out on FML so I disabled her SMS call notifications in the new Work Flow Builder.  She, however, still receives the SMS notifications.  I logged into the old automator system and see her SMS notifications were not updated in this system.  It will not let me update it in there, everything is greyed out and directs me back to Work Flow Manager which isn’t working.  I did notice turning one that was switched off previously does indeed work.  I would assume given this information, whatever is locked in the old automator system is locked and cannot be manipulated by the end user.  So, the moral of the story is I’m sending 40 txt messages to an employee that is having a baby and there isn’t a dang thing I can do about it except to call Ringcentral again tomorrow to explain the problem to yet another Ringcentral representative that promises to escalate the issue and call me with an update the following business day.  Just got my 2nd promise from a representative 10 minutes

How can i set up missed call and voicemail automation so that whenever a client calls and we miss their call, they receive an auto-generated message from our end? For example: “We are currently experiencing a high volume of clients and will get back to you shortly”.Additional, i want to integrate this setup with my IVR menu, as IVR system already has key press options. 

Hi I am trying to make an autoreply to any chat messages not SMS (we do not have that capability), I get of any kind while I am out on vacation. I have tried to create an automation and it doesn’t seem to be working. Can anyone help me?

Is there a way to create Workflow Builder workflows that are conditional during business hours. For example, if we have a missed call during business hours I would like a text message A to be sent to the customer, and after business hours I would like text message B sent to a customer.I have an after-hours sms auto reply set up, but after business hours automator will send both the after-hours auto reply and the missed call sms

I have 3 automations enabled for different days and times.An in office automation letting people know we received their text.A weekday after hours text automationA weekend after hours text automation2 of them are running but both replying to a text at a same time even though they have different days and times.The other automation won’t run at all. All are enabled. Times are accurate. 

In the coming weeks we will begin the process of migrating Automator users to the new and improved Workflow Builder. We have prepared the following FAQ to address the many questions we anticipate our Automator users will have. What is Workflow Builder, and why is this migration happening?Workflow Builder is the successor to the RingCentral Labs project called Automator. It has been completely redesigned and rearchitected to become an officially supported RingCentral product. The migration ensures that all Automator users can benefit from Workflow Builder's improved design, enhanced features, and exciting updates planned for the future.Will my automations be affected by the migration?No. All existing automations will be seamlessly migrated to Workflow Builder, where they will now be called workflows. This migration is designed to ensure no interruptions to your current automations.What happens after the migration? Will I still have access to Automator?Once your automations are migrated,

How do I download the RingCentral Automator app to my desktop for quicker access?

I just want to have a simple automation set up in the ringcentral automator app. It won’t turn on. It only says “server error” and nothing can be turned on or off.   

Sending an SMS on behalf of a call queue is not currently supported by Workflow Builder. If you need to send SMS messages from a call queue's direct number (or "DL"), you must create the call queue without having a call queue manager. The call queue must be set with unique email address and password and to send SMS from that call queue number, the app must be authenticated using the call queue's login credentials.Alternative solutionThe challenge in sending SMS from a call queue's phone number rests in the fact that you cannot send SMS from an extension that is not of type "User." In other words, only human beings can send SMS from phone numbers that are assigned to them. Knowing this, the solution should become relatively intuitive.First, you will need to reconfigure the call queue extension and re-assign the phone number to a User extension. Next, login to the RingCentral App as the user who you assigned the phone number to. Navigate to Settings > Phone > Call rules and voicema

Is there a way to set up an automation that runs every 2nd Wednesday of the month from 11:00 am - 1:00 pm?  Similar to what you can do with phone calls?  I tried setting up a workflow but I didn’t see an option that would do it every 2nd Wednesday of the month.  Looks like there is just a 1 time option or I would have to set up an automation for each date I would want it to run.

I just discovered RingCentral Automator and it looks fantastic.This may seem a bit basic, but it might be a great idea to create a simple trigger that works at a specified time and date?  

In automation, the send SMS when voicemail received does NOT actually work to forward the message unless you add an action step to transcribe the message.In the new workflows the “transcribe” action is missing and as a result you cant forwards th text of the voicemail.  i.e. loss of functionalityCan this be fixed?  I tried editing the json file and importing it but to no avail.