RingCentral and Microsoft SharePoint Online Integration

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Automatically archive RingCentral call recordings and transcripts to Microsoft SharePoint Online. Latenode’s visual editor and affordable execution-based pricing make compliance and knowledge management easier.

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RingCentral

Microsoft SharePoint Online

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RingCentral and Microsoft SharePoint Online

Create a New Scenario to Connect RingCentral and Microsoft SharePoint Online

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 RingCentral, triggered by another scenario, or executed manually (for testing purposes). In most cases, RingCentral or Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find RingCentral or Microsoft SharePoint Online, and select the appropriate trigger to start the scenario.

Add the RingCentral Node

Select the RingCentral node from the app selection panel on the right.

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RingCentral

Configure the RingCentral

Click on the RingCentral node to configure it. You can modify the RingCentral URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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RingCentral

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Connect RingCentral

Sign In

Run node once

Add the Microsoft SharePoint Online Node

Next, click the plus (+) icon on the RingCentral node, select Microsoft SharePoint Online from the list of available apps, and choose the action you need from the list of nodes within Microsoft SharePoint Online.

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RingCentral

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Microsoft SharePoint Online

Authenticate Microsoft SharePoint Online

Now, click the Microsoft SharePoint Online node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft SharePoint Online settings. Authentication allows you to use Microsoft SharePoint Online through Latenode.

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RingCentral

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Microsoft SharePoint Online

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Connect Microsoft SharePoint Online

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Run node once

Configure the RingCentral and Microsoft SharePoint Online Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Microsoft SharePoint Online Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the RingCentral and Microsoft SharePoint Online 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 RingCentral, Microsoft SharePoint Online, 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 RingCentral and Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between RingCentral and Microsoft SharePoint Online (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect RingCentral and Microsoft SharePoint Online

RingCentral + Microsoft SharePoint Online + Microsoft Teams: When a new call recording is available in RingCentral, it's uploaded to a designated folder in SharePoint. A message is then sent to a Microsoft Teams channel, notifying members about the new recording and providing a link to the file in SharePoint.

RingCentral + Microsoft SharePoint Online + Microsoft Outlook: When a new call recording is available in RingCentral, its transcript is saved to SharePoint. Afterwards, an email containing a summary of the call (using the transcript as the base) is sent to specified stakeholders via Outlook.

RingCentral and Microsoft SharePoint Online integration alternatives

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.

About Microsoft SharePoint Online

Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.

RingCentral + Microsoft SharePoint Online integration

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FAQ RingCentral and Microsoft SharePoint Online

How can I connect my RingCentral account to Microsoft SharePoint Online using Latenode?

To connect your RingCentral account to Microsoft SharePoint Online on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select RingCentral and click on "Connect".
  • Authenticate your RingCentral and Microsoft SharePoint Online accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I archive RingCentral call recordings to SharePoint automatically?

Yes, you can! Latenode's flexible workflows automate this, saving time and ensuring compliance. Automatically store recordings and related data in designated SharePoint folders.

What types of tasks can I perform by integrating RingCentral with Microsoft SharePoint Online?

Integrating RingCentral with Microsoft SharePoint Online allows you to perform various tasks, including:

  • Save RingCentral call recordings directly to specific SharePoint folders.
  • Create a new SharePoint document when a RingCentral call ends.
  • Update a SharePoint list with RingCentral call details in real time.
  • Trigger RingCentral notifications when a SharePoint file is modified.
  • Automatically back up RingCentral voicemails to SharePoint.

How does Latenode enhance RingCentral automation possibilities?

Latenode unlocks advanced logic, AI steps, and JavaScript integration, going far beyond basic RingCentral integrations. Build truly customized automation workflows.

Are there any limitations to the RingCentral and Microsoft SharePoint Online integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Large file transfers from RingCentral to SharePoint might experience delays.
  • Real-time updates in SharePoint depend on the RingCentral event stream.
  • Complex data transformations may require JavaScript knowledge.

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