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 ReceivedTriggers when there is a new SMS/MMS received. 
- automatically do this!Create NoteCreates a new note. 
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- Description 
- Call Log TypeRequired 
- ViewRequired 
- Phone Number 
- Extension Number 
- Direction 
- Recording Type 
- Missed Calls Filter 
- Results 
- Delay By 
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- Do Not Disturb (DND) Presence Updated- Triggers when a user wants to change the Do Not Disturb (DND) presence status. Try It
- Description 
- Call Log TypeRequired 
- Delay By 
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- Type 
- StatusRequired 
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