RingCentral and PDF.co Integration

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Automatically generate branded PDFs from RingCentral call data using PDF.co. Latenode's visual editor makes it easier to customize templates and automate distribution, scaling from simple to enterprise-grade at a fraction of the cost.

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RingCentral

PDF.co

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RingCentral and PDF.co

Create a New Scenario to Connect RingCentral and PDF.co

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 PDF.co will be your first step. To do this, click "Choose an app," find RingCentral or PDF.co, 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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Connect RingCentral

Sign In

Run node once

Add the PDF.co Node

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

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RingCentral

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PDF.co

Authenticate PDF.co

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

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Connect PDF.co

Sign In

Run node once

Configure the RingCentral and PDF.co 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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PDF.co Oauth 2.0

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Change

Select an action *

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Map

The action ID

Run node once

Set Up the RingCentral and PDF.co 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, PDF.co, 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 PDF.co integration works as expected. Depending on your setup, data should flow between RingCentral and PDF.co (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 PDF.co

RingCentral + PDF.co + Google Drive: When a new call recording is available in RingCentral, it is converted to a PDF using PDF.co and then saved to a specified folder in Google Drive for compliance and archiving.

RingCentral + PDF.co + Slack: When a new call recording is available in RingCentral, it is converted to a PDF using PDF.co. A message is then sent to a designated Slack channel to notify the team that the new PDF report is available.

RingCentral and PDF.co 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 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.

RingCentral + PDF.co integration

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FAQ RingCentral and PDF.co

How can I connect my RingCentral account to PDF.co using Latenode?

To connect your RingCentral account to PDF.co 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 PDF.co accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically fax RingCentral voicemails as PDFs?

Yes, you can! Latenode's visual editor simplifies this. Automatically convert voicemails to PDF via PDF.co, then fax them. Benefit: critical info delivered even without direct access.

What types of tasks can I perform by integrating RingCentral with PDF.co?

Integrating RingCentral with PDF.co allows you to perform various tasks, including:

  • Automatically create PDFs from RingCentral call logs for archiving.
  • Generate invoices from RingCentral call details and send as PDFs.
  • Convert RingCentral SMS messages to PDF format for documentation.
  • Watermark PDFs with caller ID from RingCentral calls.
  • Extract data from PDF attachments received via RingCentral fax.

What RingCentral data can I access within Latenode workflows?

You can access call recordings, SMS messages, call logs, voicemails, and fax transmissions directly within Latenode, enabling automated PDF workflows.

Are there any limitations to the RingCentral and PDF.co integration on Latenode?

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

  • Large PDF processing may consume significant Latenode resources.
  • RingCentral API rate limits may affect high-volume workflows.
  • Custom PDF formatting requires some PDF.co knowledge.

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