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Customize your Crossbeam and RingCentral integration with the following
triggers and actions.
Triggers
When this happens…
RingCentral
- Call endedCall ended in RingCentral
- New callNew call in RingCentral
- New call recordingNew call recording in RingCentral
- New company level callNew company level call in Ringcentral
- New event trigger Real-timeNew event in RingCentral
- New smsNew SMS in RingCentral
Any other trigger you can think up
Actions
Do this…
Crossbeam
- Get partnersGet your partners in Crossbeam
- Get report dataGet report data in Crossbeam from one of your reports
- Get reportsGet your reports in Crossbeam
- Search partner records by record type and IDSearches all your partner record data in Crossbeam for overlaps with a given record type and ID (found from the Search Record actions)
- Search record by domainSearch your record data in Crossbeam with a matching domain
- Search record by emailSearch your record data in Crossbeam for a record with a matching email
- Search record by IDSearches your record data in Crossbeam with a matching ID
Any other action you can think up
RingCentral
- Custom actionCustom action in RingCentral (Custom)
- Ring outMake RingOut call in RingCentral
- Send pager messageSend pager message in Ringcentral
- Send smsSend sms in Ringcentral
Any other action you can think up
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