How to connect PDF.co and RingCentral
Create a New Scenario to Connect PDF.co and RingCentral
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a PDF.co, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDF.co or RingCentral will be your first step. To do this, click "Choose an app," find PDF.co or RingCentral, and select the appropriate trigger to start the scenario.

Add the PDF.co Node
Select the PDF.co node from the app selection panel on the right.

PDF.co
Add the RingCentral Node
Next, click the plus (+) icon on the PDF.co node, select RingCentral from the list of available apps, and choose the action you need from the list of nodes within RingCentral.

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Authenticate RingCentral
Now, click the RingCentral node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RingCentral settings. Authentication allows you to use RingCentral through Latenode.
Configure the PDF.co and RingCentral Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the PDF.co and RingCentral Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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Save and Activate the Scenario
After configuring PDF.co, RingCentral, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the PDF.co and RingCentral integration works as expected. Depending on your setup, data should flow between PDF.co and RingCentral (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect PDF.co and RingCentral
RingCentral + PDF.co + Google Drive: When a new call recording is available in RingCentral, a PDF transcript is generated using PDF.co and then saved to Google Drive.
RingCentral + PDF.co + Salesforce: When a call ends in RingCentral, PDF.co creates a PDF transcript of the call. Then Salesforce creates a new task to log the call details with the PDF transcript attached.
PDF.co and RingCentral integration alternatives
About PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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About RingCentral
Integrate RingCentral with Latenode to automate call logging, SMS alerts, and contact management. Trigger workflows based on call events, automatically updating records in other apps like CRMs or support tools. Use Latenode's visual editor and scripting nodes for customized call handling and data synchronization.
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See how Latenode works
FAQ PDF.co and RingCentral
How can I connect my PDF.co account to RingCentral using Latenode?
To connect your PDF.co account to RingCentral on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select PDF.co and click on "Connect".
- Authenticate your PDF.co and RingCentral accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send RingCentral SMS from parsed PDF data?
Yes, with Latenode! Parse PDF.co data, then use RingCentral to send customized SMS messages. Latenode's visual editor and JavaScript blocks allow advanced data transformations for personalization.
What types of tasks can I perform by integrating PDF.co with RingCentral?
Integrating PDF.co with RingCentral allows you to perform various tasks, including:
- Send RingCentral SMS alerts when a new PDF is processed by PDF.co.
- Automatically fax documents received via RingCentral using PDF.co.
- Update a PDF with information gathered from a RingCentral call log.
- Archive RingCentral call recordings and related PDF reports in a cloud storage.
- Generate PDF invoices from RingCentral call data and email them.
HowcanIautomatePDF.coactionsbasedonRingCentralcallstatuschanges?
Use Latenode to trigger PDF.co workflows based on RingCentral call events. Latenode’s real-time triggers ensure immediate automation, maximizing efficiency.
Are there any limitations to the PDF.co and RingCentral integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF.co operations might require higher-tier PDF.co subscription.
- RingCentral call recording access depends on your RingCentral plan.
- Data transfer limits may apply based on your Latenode plan.