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How to connect Qwilr and RingCentral
Create a New Scenario to Connect Qwilr 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 Qwilr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Qwilr or RingCentral will be your first step. To do this, click "Choose an app," find Qwilr or RingCentral, and select the appropriate trigger to start the scenario.
Add the Qwilr Node
Select the Qwilr node from the app selection panel on the right.
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Add the RingCentral Node
Next, click the plus (+) icon on the Qwilr 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 Qwilr 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 Qwilr 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Qwilr, 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 Qwilr and RingCentral integration works as expected. Depending on your setup, data should flow between Qwilr 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 Qwilr and RingCentral
Qwilr + RingCentral + Slack: When a Qwilr proposal is accepted, send an SMS message to the client via RingCentral and notify the sales team in a designated Slack channel.
RingCentral + Pipedrive + Qwilr: When a RingCentral call ends, log the call details to Pipedrive and automatically create a Qwilr proposal using a template for promising leads found in Pipedrive.
Qwilr and RingCentral integration alternatives
About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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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
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FAQ Qwilr and RingCentral
How can I connect my Qwilr account to RingCentral using Latenode?
To connect your Qwilr account to RingCentral on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Qwilr and click on "Connect".
- Authenticate your Qwilr and RingCentral accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger a RingCentral call when a Qwilr proposal is accepted?
Yes, you can! Latenode's visual editor makes it easy to trigger RingCentral calls upon Qwilr proposal acceptance, streamlining your sales follow-up process. This ensures immediate engagement with hot leads.
What types of tasks can I perform by integrating Qwilr with RingCentral?
Integrating Qwilr with RingCentral allows you to perform various tasks, including:
- Automatically initiate a RingCentral SMS when a Qwilr quote is viewed.
- Create RingCentral call logs when Qwilr proposals are sent.
- Update a RingCentral contact with data from a new Qwilr client.
- Send RingCentral voicemail notifications when a Qwilr deal closes.
- Trigger RingCentral meetings when a Qwilr contract is signed.
Can Latenode use Qwilr data to personalize RingCentral communications?
Yes! Latenode dynamically personalizes RingCentral messages using data from Qwilr, increasing engagement using client-specific proposal details.
Are there any limitations to the Qwilr and RingCentral integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Qwilr document structures might require custom JavaScript parsing.
- RingCentral call recording access depends on your RingCentral subscription plan.
- Real-time updates depend on the polling interval configured in Latenode.
