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Automatically log RingCentral call data in Vitally to enrich customer profiles. Latenode’s visual editor makes this easy without code and scales affordably, so you only pay for the execution time your automation uses.
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Create a New Scenario to Connect RingCentral and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find RingCentral or Vitally, 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.
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.
Add the Vitally Node
Next, click the plus (+) icon on the RingCentral node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
RingCentral
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Vitally
Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the RingCentral and Vitally 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 RingCentral and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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RingCentral
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring RingCentral, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between RingCentral and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RingCentral + Vitally + Slack: When a call ends in RingCentral, Vitally creates a note associated with the user. A message is then sent to a Slack channel to notify the team about the call and the newly created note in Vitally.
Vitally + Zendesk + RingCentral: When a user's health score is updated in Vitally, a Zendesk ticket is created to track the issue. After the ticket creation, a RingCentral call is scheduled to follow up with the customer.
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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About Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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How can I connect my RingCentral account to Vitally using Latenode?
To connect your RingCentral account to Vitally on Latenode, follow these steps:
Can I automatically update Vitally from RingCentral call data?
Yes! Latenode's flexible workflows ensure seamless data transfer, updating Vitally with RingCentral call details, enriching customer profiles and improving insights.
What types of tasks can I perform by integrating RingCentral with Vitally?
Integrating RingCentral with Vitally allows you to perform various tasks, including:
How can I trigger RingCentral calls from Vitally user actions?
Use Latenode to monitor Vitally for specific user events and automatically initiate RingCentral calls, improving engagement and responsiveness.
Are there any limitations to the RingCentral and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: