Create new Jobber clients from new RingCentral call log records
Keep your records on track with this efficient process. When a new call gets logged in RingCentral, the details are mirrored in Jobber, where a client profile is created. This automation saves you from the burden of manual data transfer, letting you give your best in serving the customers.
Keep your records on track with this efficient process. When a new call gets logged in RingCentral, the details are mirrored in Jobber, where a client profile is created. This automation saves you from the burden of manual data transfer, letting you give your best in serving the customers.
- When this happens...New Call Log Record
Triggers when there is a new call log record.
- automatically do this!Create Client
Creates a new client.
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Description
Call Log TypeRequired
ViewRequired
Phone Number
Extension Number
Direction
Recording Type
Missed Calls Filter
Results
Delay By
Try ItDo Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Try ItDescription
Call Log TypeRequired
Delay By
Try ItType
StatusRequired
Try It