Method CRM + RingCentral + Formatter by Zapier

Add Method activities for new RingCentral SMS text messages

When this happens
Step 1: New SMS (Deprecated)
Then do this
Step 2: Utilities
Then do this
Step 3: Utilities
Then do this
Step 4: Find Contact
Then do this
Step 5: Add Activity

Keep track of all your incoming communications and satisfy each of your customers with this automation. Connect Method CRM and RingCentral to automatically create an activity in Method for every SMS message that you receive in RingCentral.

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Supported triggers and actions

What does this mean?

Call Ended
Triggers when a call has been ended.
Trigger
Scheduled
Missed Call
Triggers when there is a new missed call.
Trigger
Scheduled
New Call Recording
Triggers when a call has been recorded.
Trigger
Scheduled
New SMS Received
Triggers when there is a new SMS received.
Trigger
Scheduled
New SMS Sent
Triggers when there is a new SMS sent.
Trigger
Scheduled

New SMS (Deprecated)
Triggers when there is a new SMS sent or received.
Trigger
Scheduled
New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Scheduled

Create Video Meeting
Creates a instant video meeting. Pair with additional action to retrieve Join URI from current action.
Action
Write

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
Formatter by Zapier
Work with dates and times to change formatting or add/subtract time (with line-item support).
Scheduled
Action
Formatter by Zapier
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
Scheduled
Action
Formatter by Zapier
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
Scheduled
Action
Formatter by Zapier
Various utilities like "choose value from list" or "look up in table" (with line-item support).
Scheduled
Action
Method CRM
Triggers when a new activity is added.
Scheduled
Trigger
Method CRM
Triggers when a new contact is added.
Scheduled
Trigger
Method CRM
Triggers when a new customer or customer lead is added.
Scheduled
Trigger
Method CRM
Triggers when a new opportunity is added.
Scheduled
Trigger
Method CRM
Triggers when a new vendor is added.
Scheduled
Trigger
Method CRM
Adds a new activity.
Scheduled
Action
Method CRM
Adds a new contact to an existing entity.
Scheduled
Action
Method CRM
Adds a new customer or customer lead
Scheduled
Action
Method CRM
Adds a new entry to a table.
Scheduled
Action
Method CRM
Adds a new opportunity.
Scheduled
Action
Method CRM
Finds an existing contact by entity full name, email or contact name.
Scheduled
Action
Method CRM
Finds an existing customer or customer lead by full name or email.
Scheduled
Action
Method CRM
Finds an existing vendor by full name or email.
Scheduled
Action
Method CRM
Finds an existing contact by entity full name, email or contact name.
Scheduled
Action
Method CRM
Finds an existing customer or customer lead by full name or email.
Scheduled
Action

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.

Learn More

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

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories

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