This automation scenario allows you to connect RingCentral and Email
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
RingCentral and Email can also be integrated using automation tools other than zapier:
When this trigger fires in RingCentral
Triggers when a call has been recorded.
Then this action happens in Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.
This guide contains information on how to set up an automatic workflow that allows to Send RingCentral call recordings via email.
Part I
First, we need to connect RingCentral and Email to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect RingCentral to Zapier.
Give Zapier access to your RingCentral account, using RingCentral credentials.
Connect Email to Zapier.
Give Zapier access to your Email account, using Email credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for RingCentral
Choose the following trigger: New Call Recording (Triggers when a call has been recorded.).
Then set up an Action for Email
Choose this action: Send Outbound Email (Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between RingCentral and Email.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send RingCentral call recordings via email!
Triggers when a call has been recorded.
New event (instant)
New inbound call (instant)
New inbound fax (instant)
New inbound message event (instant)
New inbound sms (instant)
This Action will send you an HTML based email. Images and links are supported.
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom address.
Sends a new email.
Send yourself an email
Creates and adds a new draft to a selected folder.
Copies an email or a draft into a selected folder.
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