RingCentral + Microsoft Outlook + Process Street Integrations

How to connect RingCentral + Microsoft Outlook + Process Street

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Do even more with RingCentral + Microsoft Outlook + Process Street

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with RingCentral, Microsoft Outlook, and Process Street. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Call Ended
Triggers when a call has been ended.
Trigger
Scheduled
Try It
New Call Recording
Triggers when a call has been recorded.
Trigger
Scheduled
Try It
- Type
- StatusRequired
Trigger
Instant
Try It
- NameRequired
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write
- Phone Number ToRequired
- FileRequired
- Resolution
- Send Time
  Timestamp to send fax at. If not specified (current or the past), the fax is sent immediately.
- Cover Page Text
- Cover Page Type
Action
Write

- Calendar
  If empty, will default to your default calendar.
- Time BeforeRequired
  How far before the event do you want us to trigger? For starter and free plans, this should be 16 minutes or more. For higher plans, 6 minutes or more.
- Time Before (Unit)Required
Trigger
Scheduled
Try It
- Contact Folder
  To trigger only on new contacts in a certain folder, select a folder here. If empty, we will trigger on new contacts in the default Contacts folder.
Trigger
Scheduled
Try It

- Calendar
  If empty, will default to your default calendar.
Trigger
Scheduled
Try It
- Contact Folder
  If empty, a contact will be created in the default Contacts folder.
- First NameRequired
- Last Name
- Email Addresses
  Microsoft allows a maximum of THREE email addresses when creating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when creating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when creating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
  Optionally, specify a name to file the contact under.
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- From Email
  Leave this field blank to send from your own address. Use this field to send from a shared inbox you have access to.
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
  A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
Action
Write
- Api Docs Info
  API docs for Microsoft Outlook are located here https://docs.microsoft.com/en-us/graph/use-the-api
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Contact Folder
  If empty, a contact will be created in the default Contacts folder.
- First NameRequired
- Last Name
- Email
  Microsoft allows a maximum of THREE email addresses when creating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when creating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when creating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
  Optionally, specify a name to file the contact under.
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write
- Data SetRequired
  Only trigger for records deleted from this data set.
Trigger
Instant
Try It
- Workflow
  If you want to use form fields, you need to select a workflow on this step.
- Author
  The email address of the author of the attachment (matches any author if left blank).
Trigger
Instant
Try It
- Workflow
  If you want to use form fields, you need to select a workflow on this step.
- Author
  The email address of the author of the comment (matches any author if left blank).
Trigger
Instant
Try It
- WorkflowRequired
Action
Write
- Data SetRequired
  Select the data set that you want to delete from.
- Data Set RecordRequired
  Provide the ID of the record that you want to delete.
Action
Write
- Data SetRequired
  Select the data set that you want to update.
- Data Set RecordRequired
  Provide the ID of the record that you want to update.
Action
Write
- Workflow Run ID
- Workflow
- Workflow run name
  The full or partial name of a workflow run.
- Workflow run status
- Assigned to
  The email address of the assignee (matches any assignee if left blank).
- Due date
  The workflow run's due date.
Action
Search
- Workflow Run ID
- WorkflowRequired
- Workflow run name
  The full or partial name of a workflow run.
- Workflow run status
- Assigned to
  The email address of the assignee (matches any assignee if left blank).
- Due date
  The workflow run's due date.
Action
Search or write

Missed Call
Triggers when there is a new missed call.
Trigger
Scheduled
Try It
- Type
Trigger
Instant
Try It
New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Scheduled
Try It
- Phone Number FromRequired
- Phone Number ToRequired
  Type the phone number to send to.
- Play Prompt
Action
Write
- Type
- Phone Number FromRequired
- Phone Number ToRequired
- TextRequired
Action
Write
- Calendar
  If empty, will default to your default calendar.
Trigger
Scheduled
Try It
- Shared Inbox
  Specify a shared inbox you have access to, otherwise read emails from your own inbox.
Trigger
Scheduled
Try It
- Calendar
  If empty, will default to your default calendar.
- SubjectRequired
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- All Day Event?
  If "true", we'll ignore the time entered in the start and end time fields. For example, 2019-03-25 6pm would become 2019-03-25.
- Description
  Allows HTML
- Show me as Free or Busy
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
  A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
Action
Write
- Contact Folder
  If empty, the dropdown below will only show contacts in your top level contactFolder.
- ContactRequired
- First Name
- Last Name
- Email Addresses
  Microsoft allows a maximum of THREE email addresses when updating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when updating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when updating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Contact Folder
  If empty, will search for contacts in the default Contacts folder.
- First Name
- Last Name
- Email
Action
Search
- Data SetRequired
  Only trigger for new records added to this data set.
Trigger
Instant
Try It
- Data SetRequired
  Only trigger for records updated in this data set.
Trigger
Instant
Try It
- Workflow
  If you want to use form fields, you need to select a workflow on this step.
Trigger
Instant
Try It
- Workflow
  If you want to use form fields, you need to select a workflow on this step.
- Task
  This will be populated once a workflow is selected (matches any task if left blank).
Trigger
Instant
Try It
- Data SetRequired
  Select the data set that you want to add to.
Action
Write
- WorkflowRequired
- Workflow Run IDRequired
- Workflow Run Name
- Workflow Run Status
- Assign to
  The email address of the assignee.
- Due Date
  The workflow run's due date.
- Shared
  Whether or not the workflow run is shared (i.e. can be seen without logging in).
Action
Write
- Data SetRequired
  Select the data set that you want to search.
Action
Search
- Data SetRequired
  Select the data set that you want to add to.
Action
Search or write

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How RingCentral + Microsoft Outlook + Process Street Integrations Work

Step 1: Authenticate RingCentral, Microsoft Outlook, and Process Street.
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.

Connect apps

Connect RingCentral + Microsoft Outlook + Process Street

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 Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn more

Related categories

Similar apps

Gmail

Email, Google

Zoho Mail

Email, Zoho

About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

Learn more

Related categories

Project Management

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Task Management

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Product Management

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Product Management

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RingCentral + Microsoft Outlook + Process Street Integrations

How to connect RingCentral + Microsoft Outlook + Process Street

Do even more with RingCentral + Microsoft Outlook + Process Street

Call Ended

New Call Recording

New SMS/MMS Sent

Type

StatusRequired

Create Video Meeting

NameRequired

Allow Join before host

Mute Audio

Turn off camera for participants

Send Fax

Phone Number ToRequired

FileRequired

Resolution

Send Time

Cover Page Text

Cover Page Type

Calendar Event Start

Calendar

Time BeforeRequired

Time Before (Unit)Required

New Contact

Contact Folder

Updated Calendar Event

Calendar

Create Contact

Contact Folder

First NameRequired

Last Name

Email Addresses

Business Phones

Home Phones

Mobile Phone

Job Title

Company Name

Department

Business Website URL

File As

Personal Notes

Street

City

State

Postal Code

Country or Region

Street

City

State

Postal Code

Country or Region

Street

City

State

Postal Code

Country or Region

Send Email

From Email

To Email(s)Required

CC Email(s)

BCC Email(s)

SubjectRequired

Body FormatRequired

BodyRequired

Attachment

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

Contact Folder

First NameRequired

Last Name

Email

Business Phones