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Start with a template that brings RingCentral and Microsoft SharePoint together. Build enterprise-grade automation in minutes.
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How Zapier works
Zapier makes it easy to integrate RingCentral with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Call Log Record" from RingCentral.
Add your action
An action happens after the trigger—such as "Copy File or Folder (Across Sites)" in Microsoft SharePoint.
You’re connected!
Zapier seamlessly connects RingCentral and Microsoft SharePoint, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Description
- Call Log TypeRequired
- ViewRequired
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Try ItTriggerPolling- Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Try ItTriggerInstant - Description
- Call Log TypeRequired
- Delay By
Try ItTriggerPolling- Type
- StatusRequired
Try ItTriggerInstant
- Call Ended
Triggers when a call has been ended.
Try ItTriggerInstant - Missed Call
Triggers when there is a new missed call.
Try ItTriggerInstant - New Voicemail
Triggers when there is a new incoming voicemail.
Try ItTriggerInstant
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Practical ways you can use RingCentral and Microsoft SharePoint
Log call records in SharePoint for easy access
When a new call log record is created in RingCentral, Zapier automatically updates a corresponding SharePoint list or file. This ensures business owners can track all client communications in one organized space, aiding decision-making and enabling better customer relationship management.
Business OwnerCentralize communication records in SharePoint
Streamline project documentation by automating the logging of communication records into SharePoint. When a call ends in RingCentral, Zapier creates or updates a relevant file in SharePoint, ensuring all project-related calls are logged in one place. This automation enhances project tracking and reduces manual data entry.
Project ManagementLearn how to automate RingCentral on the Zapier blog
Frequently Asked Questions about RingCentral + Microsoft SharePoint integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with RingCentral and Microsoft SharePoint
What are the available triggers when integrating RingCentral with Microsoft SharePoint?
When integrating RingCentral with Microsoft SharePoint, you can set up triggers such as receiving a new voicemail, missing a call, or getting a new SMS. These triggers can help automate your workflow by initiating specific actions in SharePoint.
Can I automatically create documents in SharePoint from RingCentral data?
Yes, with our integration, you can automatically create documents in Microsoft SharePoint based on data from RingCentral events. For example, you might generate a document summarizing voicemails or SMS messages received.
Is it possible to set reminders in SharePoint for upcoming meetings scheduled via RingCentral?
Yes, you can automate reminders in Microsoft SharePoint for upcoming meetings that are scheduled through RingCentral. This ensures you never miss important appointments and can prepare adequately.
How can I ensure that missed calls on RingCentral are tracked in SharePoint?
By setting triggers for missed calls in RingCentral, you can automatically update or create entries within Microsoft SharePoint to track these missed communications and follow up as needed.
Are there any specific actions we can perform in SharePoint when receiving a new message on RingCentral?
We streamline your processes by allowing specific actions like creating task items or archiving messages directly into MS SharePoint folders when a new message is received on RingCentral.
What happens if my integration between RingCentral and SharePoint fails? Will there be notification of failure?
If an integration task fails between RingCentral and Microsoft SharePoint, notifications will be sent to alert administrators so they can take corrective action promptly.
Can shared files from calls or messages on RingCentral be stored directly into particular folders in SharePoint?
Yes, files such as call recordings or attachments from messages on RingCentral can be configured to store automatically into designated folders within Microsoft SharePoint for easy access and organization.
