Capsule CRM + RingCentral

Capsule CRM + RingCentral integrations

Create RingCentral video meetings for new or updated Capsule CRM opportunities

Stay on top of your Capsule CRM opportunities and effortlessly schedule video meetings with this automation. When a new or updated opportunity arises in Capsule CRM, this workflow will create a video meeting in RingCentral. Save time and improve communication by seamlessly connecting your CRM and video meeting platforms.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Video MeetingCreates an instant video meeting. Pair with an additional action to retrieve Join URI from the current action.
ActionWrite

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More things you can do with Capsule CRM and RingCentral

Discover other triggers and actions you can use with Capsule CRM and RingCentral

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
Call Ended
Triggers when a call has been ended.
Trigger
Instant
Try It
Missed Call
Triggers when there is a new missed call.
Trigger
Instant
Try It
- Type
Trigger
Instant
Try It
New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Instant
Try It
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
- Name
  Required
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write
- Phone Number From
  Required
- Caller ID
- Phone Number To
  Required
- Play Prompt
Action
Write
- Type
- Phone Number From
  Required
- Phone Number To
  Required
- Text
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Description
- Call Log Type
  Required
- View
  Required
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Trigger
Polling
Try It
Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Trigger
Instant
Try It
- Description
- Call Log Type
  Required
- Delay By
Trigger
Polling
Try It
- Type
- Status
  Required
Trigger
Instant
Try It
- Duration Unit
- Time Format
- Format
Trigger
Instant
Try It
- Documentation
- How do you want to specify the chat Id?
  Required
- Text
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Phone Number To
  Required
- File
  Required
- Resolution
- Send Time
- Cover Page Text
- Cover Page Type
Action
Write
- Lookup By
  Required
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn moreLearn moreHelpHelp

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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.

Learn moreLearn moreHelpHelp

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