RingCentral and Vitally Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

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.

Swap Apps

RingCentral

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect RingCentral and Vitally

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.

+
1

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.

+
1

RingCentral

Node type

#1 RingCentral

/

Name

Untitled

Connection *

Select

Map

Connect RingCentral

Sign In

Run node once

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.

1

RingCentral

+
2

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.

1

RingCentral

+
2

Vitally

Node type

#2 Vitally

/

Name

Untitled

Connection *

Select

Map

Connect Vitally

Sign In

Run node once

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.

1

RingCentral

+
2

Vitally

Node type

#2 Vitally

/

Name

Untitled

Connection *

Select

Map

Connect Vitally

Vitally Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the RingCentral and Vitally 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.
5

JavaScript

6

AI Anthropic Claude 3

+
7

Vitally

1

Trigger on Webhook

2

RingCentral

3

Iterator

+
4

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.

Most powerful ways to connect RingCentral and Vitally

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.

RingCentral and Vitally 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 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.

RingCentral + Vitally integration

Connect RingCentral and Vitally in minutes with Latenode.

Start for free

Automate your workflow

See how Latenode works

FAQ RingCentral and Vitally

How can I connect my RingCentral account to Vitally using Latenode?

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

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:

  • Create Vitally users from new RingCentral call recordings.
  • Update user traits in Vitally based on RingCentral call outcomes.
  • Send SMS via RingCentral when a Vitally user reaches a milestone.
  • Trigger alerts in Vitally for high-priority RingCentral calls.
  • Analyze RingCentral call transcripts to update Vitally user sentiment.

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:

  • Historical data migration requires custom scripting.
  • Real-time data synchronization depends on API availability.
  • Complex data transformations may require JavaScript coding.

Try now