Insightly + RingCentral Integrations
How to connect Insightly + RingCentral
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Deleted RecordTriggers when a record is deleted.Trigger- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
- Update RecordUpdates a RecordAction
- Find RecordFinds an existing RecordAction
Call EndedTriggers when a call has been ended.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 received.
Scheduled
Trigger
- RingCentral
Triggers when there is a new SMS sent.
Scheduled
Trigger
- RingCentral
Triggers when there is a new SMS sent or received.
Scheduled
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 Insightly + RingCentral Integrations Work
- Step 1: Authenticate Insightly 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.
RingCentral Tutorials
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