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Quickly connect ClickUp to RingCentral with a Zapier template.

Our most popular template

Create tasks in ClickUp for new RingCentral received messages
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RingCentral + ClickUp
Send sms/mms in RingCentral for updated tasks in ClickUp
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ClickUp + RingCentral
Create tasks in ClickUp for new call recordings in RingCentral
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RingCentral + ClickUp
Send sms/mms in RingCentral for new tasks in ClickUp
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ClickUp + RingCentral
Create tasks in ClickUp for new voicemails in RingCentral
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RingCentral + ClickUp
Create tasks in ClickUp from ended calls in RingCentral
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RingCentral + ClickUp

Create tasks in ClickUp for new RingCentral received messages

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RingCentral + ClickUp

Send sms/mms in RingCentral for updated tasks in ClickUp

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ClickUp + RingCentral

Create tasks in ClickUp for new call recordings in RingCentral

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RingCentral + ClickUp

Send sms/mms in RingCentral for new tasks in ClickUp

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ClickUp + RingCentral

Create tasks in ClickUp for new voicemails in RingCentral

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RingCentral + ClickUp

Create tasks in ClickUp from ended calls in RingCentral

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RingCentral + ClickUp

Create tasks in ClickUp from new call log records in RingCentral
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RingCentral + ClickUp
Create new tasks in ClickUp for every missed call in RingCentral
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RingCentral + ClickUp

How Zapier works

Zapier makes it easy to integrate ClickUp with RingCentral - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.

Add your action

An action happens after the trigger—such as "Create Contact" in RingCentral.

You’re connected!

Zapier seamlessly connects ClickUp and RingCentral, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Frequently Asked Questions about ClickUp + RingCentral integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and RingCentral

How can I integrate ClickUp with RingCentral using your service?

We provide a platform where you can create zaps to connect ClickUp and RingCentral easily. You can set specific triggers, such as receiving a new message or making a call on RingCentral, that prompt actions in ClickUp, like creating or updating tasks.

What kinds of triggers are available for the ClickUp and RingCentral integration?

Our service supports various triggers for this integration. In RingCentral, these include events like a new voicemail or incoming SMS message. When these triggers occur, you can automate actions in ClickUp, such as posting comments or changing task statuses.

What actions can I automate in ClickUp when an event happens in RingCentral?

When an event in RingCentral occurs, like receiving a call or fax, you can automate several actions in ClickUp through our platform. These include creating new tasks, posting comments on tasks, and updating existing task details.

Can I receive notifications in ClickUp from RingCentral events?

Yes, you can configure notifications within our integration framework to get updates in ClickUp whenever certain events happen in your RingCentral account. This ensures you'll stay updated with tasks linked to communications without manually checking both applications.

Is it possible to create new contacts on RingCentral based on information from ClickUp tasks?

Currently, our integrations focus more heavily on translating communications triggers into task activities rather than the inverse. However, enhancing contact details from task information is a feature we're exploring for future updates.

Are there any limitations with the number of integrations I can create between ClickUp and RingCentral?

With our platform, there's flexibility in the number of integrations you shape between these services. While specific plans may limit overall zap creation across various apps due to pricing tiers, generally you're able to customize numerous workflows between the two without an additional cap.

How do I troubleshoot if my zap between ClickUp and RingCentral isn't working as expected?

First ensure that both accounts are properly connected on our platform with adequate permissions. Review the zap configuration to confirm correct triggers and actions are set up. If issues persist, checking log events for any failure indicators can help diagnose further or reaching out for support might be needed.

Practical ways you can use ClickUp and RingCentral

Monthly financial report generation

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Automated ticket routing

Creating a system to automatically route customer support tickets to the appropriate team or agent based on ticket content and priority.

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Automated candidate screening

Streamlining the hiring process by automatically screening candidates' resumes against job requirements to identify the best fits for a role.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write

- Document
  Required
- Checklist Name
  Required
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Content
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search
- Description
- View
  Required
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Trigger
Polling
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Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Trigger
Instant
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- Delay By
Trigger
Polling
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- Type
- Status
  Required
Trigger
Instant
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- Duration Unit
- Time Format
- Format
Trigger
Instant
Try It
- Checklist 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

- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Checklist Name
  Required
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Checklist Name
  Required
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Workspace
  Required
- Space
- Folder
- List
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search
Call Ended
Triggers when a call has been ended.
Trigger
Instant
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Missed Call
Triggers when there is a new missed call.
Trigger
Instant
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- Type
Trigger
Instant
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New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Instant
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- 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
- Phone Number
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

Learn how to automate ClickUp on the Zapier blog

Learn how to automate RingCentral on the Zapier blog

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

HelpHelp

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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

Related categories

Phone & SMS

Connect ClickUp and RingCentral to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create tasks in ClickUp for new RingCentral received messages

Send sms/mms in RingCentral for updated tasks in ClickUp

Create tasks in ClickUp for new call recordings in RingCentral

Send sms/mms in RingCentral for new tasks in ClickUp

Create tasks in ClickUp for new voicemails in RingCentral

Create tasks in ClickUp from ended calls in RingCentral

Create tasks in ClickUp for new RingCentral received messages

Send sms/mms in RingCentral for updated tasks in ClickUp

Create tasks in ClickUp for new call recordings in RingCentral

Send sms/mms in RingCentral for new tasks in ClickUp

Create tasks in ClickUp for new voicemails in RingCentral

Create tasks in ClickUp from ended calls in RingCentral

Create tasks in ClickUp from new call log records in RingCentral

Create new tasks in ClickUp for every missed call in RingCentral

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about ClickUp + RingCentral integrations

Practical ways you can use ClickUp and RingCentral

Monthly financial report generation

Automated ticket routing

Automated candidate screening

Supported triggers and actions

Learn how to automate ClickUp on the Zapier blog

Automate project communication with ClickUp and Gmail

5 ways to automate ClickUp with Zapier

Learn how to automate RingCentral on the Zapier blog

3 ways to automate RingCentral with Zapier

Connect ClickUp to RingCentral on the world's largest no-code automation platform