Integrate Microsoft Teams With Ringbyname!

 

Many customers have asked how they can take the information inside of RingByName and integrate it with Microsoft Teams. Using Zapier, much like with many other apps it is possible to connect RingbyName features to the Microsoft Teams app. You can automate and move info between your web apps automatically and take advantage of Click2Call to 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 And Microsoft Teams on Zapier

Integrating Using Prebuilt Templates

Common Problems

What RingByName and Microsoft Teams Triggers and Actions are Supported?

Ringbyname 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.

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

Microsoft Teams Supported Triggers

  • New Channel - Triggers when a is created within a team.
  • New Chat Mention - Triggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier App from the Teams Store.
  • New Chat Message - Triggers when a new message is received in a chat.
  • New Chat - Triggers when a new chat is created.
  • New Team Member - Triggers when a new member is added to a team. Requires installation of the Zapier App from the Teams Store.  
  • New Channel Message - Triggers when a new message is posted in a channel. Requires installation of the Zapier App from the Teams Store.  

Microsoft Teams Supported Actions

  • Create Channel - Creates a within a team. Requires installation of the Zapier App from the Teams Store.
  • Send Channel Message - Sends a message to a channel. Requires installation of the Zapier App from the Teams Store.
  • Send Chat Message - Sends a message in an existing chat.

Take me back to the Table of Contents


How to get Started with RingByName and Microsoft Teams 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.

Once you've connected your Ringbyname account, we'll connect your MS Teams account! We'll repeat the same steps starting by searching for Microsoft Teams, and clicking Connect Microsoft Teams to 4000+ apps.




We'll then begin signing into your Microsoft Teams Account. Be sure your using a Paid Microsoft Teams account and have the Zapier app in your MSTeams


 

Now that your signed in with both Ringbyname and MS Teams you can follow the on-screen to integrate with the selected application. 

Take me back to the Table of Contents

 

Integrating Using Predefined Templates

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

  •   New Voicemail for Sales Dept in Ringbyname - Triggers > New Message for Channel 'Sales' in MS Teams - Action

  •   New Contact in Ringbyname - Triggers > New Message for Channel 'New Leads' in MS Teams - Action



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. We recommended checking in with Microsoft Teams Support Regarding using adding Zapier to MS Teams app list. 

 Take me back to the Table of Contents

  

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.

 I cant use MS Teams with Ringbyname, I'm seeing 'Invalid token specified: Cannot read property 'replace' of undefined zapier Error: "DataPostError"

If you receive this error, this is because the Microsoft Teams Zapier integration does not support Microsoft Teams Free accounts. Upgrade to a paid account and ensure the account your connecting Zapier to has one of the following Administrator roles: 

Global Administrator
Security Administrator
Security Reader
Privileged Role Administrator

 

Take me back to the Table of Contents

Feedback and Knowledge Base