Create notes in Wealthbox CRM for new call log records from RingCentral
Boost your efficiency with this nifty workflow. Whenever a new call log record is detected in RingCentral, it will instantly create a note in your Wealthbox CRM. Focus on your relationships and let this automation manage your call data neatly in your CRM. Say goodbye to manual data entry, streamline your productivity, and never miss a detail from your call logs.
Boost your efficiency with this nifty workflow. Whenever a new call log record is detected in RingCentral, it will instantly create a note in your Wealthbox CRM. Focus on your relationships and let this automation manage your call data neatly in your CRM. Say goodbye to manual data entry, streamline your productivity, and never miss a detail from your call logs.
- When this happens...New Call Log Record
Triggers when there is a new call log record.
- automatically do this!Create Note
Creates 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
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