Many customers have asked how they can take the information inside of RingByName and integrate it with their current CRM, Accounting System, Helpdesk, and a variety of other applications with which they would like to work. Now, using Zapier, it is possible to connect RingbyName with your favorite apps, such as Gmail, Slack, MailChimp, and over 1000 more. You can connect two or more apps to automate and move info between your web apps automatically, so you can focus on your most important work. It's easy enough that anyone can build their own app workflows with just a few clicks.

For example, you may want all of your missed calls from RingByName to be added to a spreadsheet in Google Drive, or have all of your new client notes emailed to you via GMail. The possibilities are endless.

To begin connecting RingByName to your applications, visit the Zapier website and open a free account. Then, follow the simple instructions below to get started. 

 

Table of Contents

What RingByName Triggers and Actions are Supported?

How to get Started with RingByName on Zapier

Integrating Using Prebuilt Templates

Common Problems

What RingByName Triggers and Actions are Supported?

Supported Triggers

• New Voicemail - Triggers an action whenever a new voicemail is created.
  
• New Fax - Triggers an action whenever a new fax is received.
  
• New Call Recording - Triggers an action whenever a call is recorded.
  
• Call Ended - Triggers an action whenever a call is ended.
  
• New Contact - Triggers an action whenever a new contact is created in RingByName.
  
• New Note- Triggers an action whenever a new note is entered in RingByName.
  
• New Missed - Triggers an action whenever a call is missed.

 

Supported Actions

• Create Note - Creates a note in RingByName based on a trigger from another application.
  
• Send Fax - Sends a fax using RingByName based on a trigger from another application.
  
• Create Contact - Creates a contact in RingByName based on a trigger from another application.
  
• Call a Number - Calls a number based on a trigger from another application.

 

Supported Searches

• Find Contact - Finds a contact in RingByName's stored contact list

 

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How to get Started with RingByName on Zapier

 

To start using RingByName with Zapier, click on RingByName in the list of apps and click on "Connect Account"

You should then see a pop-up window asking you to log-in and authorize the connection between RingByName and Zapier.

After logging in you will be sent back to your zap where you now have RingByName connected. You can begin creating a RingByName zap by clicking on the "Make a New Zap" link in your Zaps area.

Click on RingByName from your list of available connected Apps

Give your new Zap a name and select a trigger, then click "Save + Continue"

You may be asked to select a RingByName account (even if you only have one account connected) and to verify it by clicking on the "Test" button. Once verified, the account will display a green "Success" message. Click "Save + Continue".

Click on the "Fetch & Continue" button to perform a test of the integration.

A "Test Successful" message will display. Click on Continue.

Select an App which you would like to integrate with RingByName from the list of Available Apps and Connected Accounts. Follow the on-screen to integrate with the selected application.

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Integrating Using Predefined Templates

 

For convenience, RingByName has created several templates to quickly automate an integration using Zapier.  These include:

• Logging your completed calls to a Google Sheets spreadsheet

• Adding new contacts created in RingByName into your Google Contacts

• Saving a copy of your new call recordings to Google Drive

• Saving a copy of new faxes received to Google Drive

• Saving new voicemails to Google Drive

• Adding new notes created in RingByName to Evernote

• Adding new Highrise contacts to RingByName

• Get a reminder call on RingByName for a Google Calendar Event

• Automatically forward a copy of a received email as a fax via RingByName

• Create notes on exisiting RingByName contacts when you receive an email from them in Gmail

These are just some of the automations that can be created with the more than 1000 different other services and software packages that Zapier interacts with.

 

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Common Problems

I'm getting a "Test Unsuccessful" message stating I have no calls.

When creating a zap, you must have at least one phone call logged in your call records in order for the Zap to be connected properly. To resolve this issue, complete a telephone call using your RingByName account, then perform the integration test again.

 

I'm getting a "Test Unsuccessful" message stating I have no voicemails.

When creating a zap, you must have at least one voicemail in your call records in order for the Zap to be connected properly. To resolve this issue, complete a telephone call and leave a voicemail on your RingByName account, then perform the integration test again.

 

I'm getting a "Test Unsuccessful" message stating I have no faxes.

When creating a zap, you must have at least one fax in your call records in order for the Zap to be connected properly. To resolve this issue, complete a successful send or receive of a fax using your RingByName

account, then perform the integration test again. If this does not resolve the issue, verify that fax service is enabled and available on your RingByName account.

 

 

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