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AgencyBloc + RingCentral

Create activities in AgencyBloc when new Outbound RingCentral calls end

Want a better way to track your contact engagement? Use this Zap to effortlessly create an AgencyBloc Activity to show a call has taken place in RingCentral with that contact. This integration will look up the contact via their phone number and automatically create an AgencyBloc Activity on their Individual record. You can mark that Activity “Complete” if closed or “In Progress” if you want to add notes or next steps.

Want a better way to track your contact engagement? Use this Zap to effortlessly create an AgencyBloc Activity to show a call has taken place in RingCentral with that contact. This integration will look up the contact via their phone number and automatically create an AgencyBloc Activity on their Individual record. You can mark that Activity “Complete” if closed or “In Progress” if you want to add notes or next steps.

  1. When this happens...
    RingCentralRingCentral
    Call Ended

    Triggers when a call has been ended.

    TriggerScheduled
  2. automatically do this...
    AgencyBlocAgencyBloc
    Get Individual by Phone Number and Name

    Finds An Individual by Phone Number and Name

    ActionSearch
  3. then do this!
    AgencyBlocAgencyBloc
    Create Activity

    Creates an Activity in AgencyBloc.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • RingCentral triggers, actions, and search

    Call Ended

    Triggers when a call has been ended.

    Trigger
    Instant
    Try It
    • Type

    • StatusRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Allow Join before host

    • Mute Audio

    • Turn off camera for participants

    Action
    Write
    • Type

    Trigger
    Instant
    Try It
  • RingCentral triggers, actions, and search

    New Voicemail

    Triggers when there is a new incoming voicemail.

    Trigger
    Instant
    Try It
    • Phone Number FromRequired

    • Phone Number ToRequired

    • Play Prompt

    Action
    Write
agencybloc logo
agencybloc logo

About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Learn moreHelp

Related categories

  • Sales & CRM
ringcentral logo
ringcentral logo

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

Related categories