FieldPulse + RingCentral

Create new RingCentral contacts for every new FieldPulse customer

Streamline your customer data management process with this seamless connection between FieldPulse and RingCentral. Every time you add a new customer in FieldPulse, their details will be instantly added as a new contact in RingCentral. This automation ensures that all your customer information is consistently updated across both platforms, saving you from time-consuming manual data entry and minimizing the risk of errors.

When this happens...
New Customer
Trigger when a new customer is added.
TriggerInstant
automatically do this!
Create Contact
Creates a new external contact in personal address book.
ActionWrite

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Supported triggers and actions

New Customer
Trigger when a new customer is added.
Trigger
Instant
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- WorkflowRequired
- StatusRequired
Trigger
Instant
Try It
Last Created Contact
Trigger when a new contact is added.
Trigger
Instant
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- Customer Id
- FileRequired
- FilenameRequired
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Write

- First NameRequired
- Last Name
- Email
- Phone
- City
- State
- Zip Code
- Address
- Notes
- Job Notes
Action
Write
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search

- Search by text
- Customer ID
- Project ID
- Project Name
Action
Search
- Description
- Call Log TypeRequired
- ViewRequired
- 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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- Description
- Call Log TypeRequired
- Delay By
Trigger
Polling
Try It
- Type
- StatusRequired
Trigger
Instant
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- Duration Unit
- Time Format
- Format
Trigger
Instant
Try It
- Documentation
- How do you want to specify the chat Id?Required
- TextRequired
Action
Write
- Phone NumberRequired
Action
Write
- Phone Number ToRequired
- FileRequired
- Resolution
- Send Time
- Cover Page Text
- Cover Page Type
Action
Write
- Lookup ByRequired
- 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

- StatusRequired
Trigger
Instant
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- Page
Trigger
Instant
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Last Updated Contact
Trigger when a contact is updated.
Trigger
Instant
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- Job ID
- File pathRequired
- File nameRequired
Action
Write
- Customer IdRequired
- Job TitleRequired
- Start timeRequired
- End timeRequired
- Notes
- Location Id
- Address
- City
- State
- Zip Code
Action
Write
- Search Value
Action
Search
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search Value
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Search or write
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
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
- NameRequired
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write
- Phone Number FromRequired
- Caller ID
- Phone Number ToRequired
- Play Prompt
Action
Write
- Type
- Phone Number FromRequired
- Phone Number ToRequired
- TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About FieldPulse

FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.

Related categories

CRM (Customer Relationship Management)

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 more

Related categories

Phone & SMS

FieldPulse + RingCentral

Create new RingCentral contacts for every new FieldPulse customer

New Customer

Get Job Workflow Statuses

Last Created Contact

Attach Customer File

Create Customer

Create Lead

Search Job

Search Projects

New Call Log Record

Do Not Disturb (DND) Presence Updated

New Call Recording

New SMS/MMS Sent

ACE Processed Recording

Create Post

Find Contact

Send Fax

Update Contact

Get Customer Pipeline Statuses

Last 48hrs Updated Contacts

Last Updated Contact

Attach Job File

Create Job

Search Customer

Search Jobs

Find or Create a Customer

Call Ended

Missed Call

New SMS/MMS Received

New Voicemail

Create Contact

Create Video Meeting

Generate Ringout Call

Send SMS/MMS

API Request (Beta)

About FieldPulse

Related categories

About RingCentral

Related categories