[Inbound] New Call Recording in RingCentral -> Find Contact in AgencyBloc -> Create Activity in AgencyBloc

“1. Anytime a new call recording occurs in RingCentral, a notification will be sent to Zapier. 2. For this zap, we have added a filter for the call direction (Inbound or Outbound). You will need 2 Zaps, one for each scenario, to make sure the correct phone number is searched in AgencyBloc. 3. Then, format the number (without the country code) so it is searchable in AgencyBloc. 4. Look up the phone number in AgencyBloc 5. Associate an activity to that record. ”

created by Sam Zobel

This Zap uses the private app RingCentralCLIAPI@23.3.20.

This means the developers of this app haven’t completed our full quality assurance steps. Zapier has limited details on this app and as a result can’t offer support for it. If you have questions about this app, please contact the person who gave you access to this Zap.

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This Zap uses the following 4 apps

RingCentralCLIAPI@23.3.20
This is a private app. Zapier has very limited details on this app and as a result can’t offer support for it. If you have questions about this app, please reach out to the person who gave you access to this Zap.
Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
AgencyBloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.

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