Create new Wealthbox CRM notes from new sms/mms received in RingCentral
Maintain seamless communication history with this workflow. Whenever a new SMS/MMS message is received in your RingCentral, a corresponding note is created in your Wealthbox CRM, helping you keep track of important client messages effortlessly. Enjoy a smoother experience with client management, as this automation ensures that all your conversations are documented without any extra work.
Maintain seamless communication history with this workflow. Whenever a new SMS/MMS message is received in your RingCentral, a corresponding note is created in your Wealthbox CRM, helping you keep track of important client messages effortlessly. Enjoy a smoother experience with client management, as this automation ensures that all your conversations are documented without any extra work.
- When this happens...New SMS/MMS Received
Triggers when there is a new SMS/MMS received.
- automatically do this!Create Note
Creates a new note.
- Free forever for core features
- 14 day trial for premium features & apps
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