RingCentral and Process Street Integration

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Automatically trigger Process Street checklists when a RingCentral call ends, ensuring consistent follow-up. Latenode’s visual editor combines no-code blocks with JavaScript for advanced customization and affordable execution costs.

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RingCentral

Process Street

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RingCentral and Process Street

Create a New Scenario to Connect RingCentral and Process Street

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 Process Street will be your first step. To do this, click "Choose an app," find RingCentral or Process Street, 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 Process Street Node

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

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Process Street

Authenticate Process Street

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

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Process Street

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Connect Process Street

Sign In

Run node once

Configure the RingCentral and Process Street 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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The action ID

Run node once

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

RingCentral + Google Sheets + Process Street: When a call ends in RingCentral, log the call details in a Google Sheet. Then, update a specified Process Street workflow run based on the call outcome.

Process Street + RingCentral + Slack: When a task is completed in Process Street, send an SMS via RingCentral to a specified number, and then notify the team via Slack about the task completion.

RingCentral and Process Street 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 Process Street

Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.

RingCentral + Process Street integration

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FAQ RingCentral and Process Street

How can I connect my RingCentral account to Process Street using Latenode?

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

Can I automate follow-up calls after completing a Process Street checklist?

Yes, using Latenode! Trigger RingCentral calls when Process Street checklists are done, ensuring consistent follow-up. Customize logic further using JavaScript for advanced call routing.

What types of tasks can I perform by integrating RingCentral with Process Street?

Integrating RingCentral with Process Street allows you to perform various tasks, including:

  • Automatically creating Process Street checklists from missed RingCentral calls.
  • Sending RingCentral SMS updates when a Process Street task is completed.
  • Triggering a RingCentral call when a high-priority Process Street form is submitted.
  • Logging RingCentral call details into a Process Street checklist for review.
  • Updating a Process Street checklist with RingCentral call recordings.

Can I use custom JavaScript code to enhance RingCentral integration?

Yes! Latenode allows custom JavaScript functions to extend RingCentral's functionality, enabling complex logic and data manipulation within your workflows.

Are there any limitations to the RingCentral and Process Street integration on Latenode?

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

  • Complex conditional logic may require some JavaScript coding.
  • Real-time data synchronization depends on API rate limits of both services.
  • Initial setup requires valid API keys and permissions for both apps.

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