Daily AI Mortgage + RingCentral Integrations
How to connect Daily AI Mortgage + RingCentral
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New ContactTriggers when a new contact is created for some specific user.Trigger- Tag Added to ContactTriggers when a specific tag will be added in some contactTrigger
- Create / Update a ContactCreate / Update a ContactAction
- Create / Update TransactionCreate / Update TransactionAction
Call EndedTriggers when a call has been ended.Trigger- Missed CallTriggers when there is a new missed call.Trigger
- New Call RecordingTriggers when a call has been recorded.Trigger
- New SMS Received (Deprecated)Triggers when there is a new SMS received.Trigger
- RingCentral
Triggers when there is a new SMS received.
Instant
Trigger
- RingCentral
Triggers when there is a new SMS sent.
Scheduled
Trigger
- RingCentral
Triggers when there is a new SMS 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 message.
Scheduled
Action
How Daily AI Mortgage + RingCentral Integrations Work
- Step 1: Authenticate Daily AI Mortgage 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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