Cloze + RingCentral Integrations
How to connect Cloze + RingCentral
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Company ChangeTriggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.Trigger- Person ChangeTriggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.Trigger
- Project ChangeTriggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.Trigger
- Create CommunicationCreate a new communication record (email or call).Action
- Create/Update a CompanyCreates a company.Action
- Create Timeline EventCreates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".Action
- Create a NoteCreate or update a note.Action
- Create/Update a PersonCreates or updates a person.Action
- Cloze
Creates or updates a project.
Scheduled
Action
- Cloze
Creates a new ToDo.
Scheduled
Action
- RingCentral
Triggers when a call has been ended.
Scheduled
Trigger
- RingCentral
Triggers when there is a new missed call.
Scheduled
Trigger
- RingCentral
Triggers when a call has been recorded.
Scheduled
Trigger
- RingCentral
Triggers when there is a new SMS/MMS received.
Instant
Trigger
- RingCentral
Triggers when there is a new SMS/MMS sent.
Instant
Trigger
- RingCentral
Triggers when there is a new incoming voicemail.
Scheduled
Trigger
- RingCentral
Creates a instant video meeting. Pair with additional action to retrieve Join URI from current action.
Scheduled
Action
- RingCentral
Starts a 2-legged RingOutCall based on specified from and to numbers.
Scheduled
Action
- RingCentral
Sends a fax.
Scheduled
Action
- RingCentral
Sends a SMS/MMS message.
Scheduled
Action
How Cloze + RingCentral Integrations Work
- Step 1: Authenticate Cloze and RingCentral.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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