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RingCentral + Plaid Integrations

Syncing RingCentral with Plaid is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. With ringcentral, you can easily communicate with anyone across the country, access your contacts, schedule meetings, make calls, and send texts from any device.

About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best RingCentral and Plaid Integrations

  • RingCentral Google Drive

    RingCentral + Google Drive

    Save new RingCentral call recordings on Google Drive Read More...
    When this happens...
    RingCentral New Call Recording
     
    Then do this...
    Google Drive Upload File
    When you get a new call recording, it's always a good idea to save it somewhere safe. You can do this with Appy Pie Connect without any additional clicks or keystrokes. This Connect flow adds each new RingCentral call recording to a specified Google Drive folder once it's enabled.
    How It Works
    • A call recording in RingCentral
    • Appy Pie Connect save it to Google Drive
    What You Need
    • RingCentral account
    • Slack account
  • RingCentral Google Sheets

    RingCentral + Google Sheets

    Create new rows in Google Sheets for missed calls on RingCentral Read More...
    When this happens...
    RingCentral Missed Call
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Archiving missed calls in your RingCentral account is easy. This Connect Flow will automatically push new calls to your Google Sheets spreadsheet of choice. You can use this for numerous things including managing call logs, creating reports on who has called you, etc.
    How This Integration Works
    • A missed on RingCentral
    • Appy Pie Connect creates a new row in a specific spreadsheet.
    What You Need
    • RingCentral account
    • Slack account
  • RingCentral ClickUp

    RingCentral + ClickUp

    Turn RingCentral missed calls into task on ClickUp Read More...
    When this happens...
    RingCentral Missed Call
     
    Then do this...
    ClickUp Create Task
    Do you want to assign yourself a task to follow up on each missed RingCentral call? Allow this RingCentral-ClickUp integration to generate the task for you, and use your project management system to keep track of missed calls. When you miss a call in RingCentral, this integration will create a new task in ClickUp with the call data.
    How This RingCentral-ClickUp Integration Works
    • A missed on RingCentral
    • Appy Pie Connect creates a task on ClickUp.
    What You Need
    • RingCentral account
    • ClickUp account
  • RingCentral Gmail

    RingCentral + Gmail

    Create Draft to Gmail from New SMS in RingCentral Read More...
    When this happens...
    RingCentral New SMS
     
    Then do this...
    Gmail Create Draft
  • RingCentral Gmail

    RingCentral + Gmail

    Send Email in Gmail when New SMS is created in RingCentral Read More...
    When this happens...
    RingCentral New SMS
     
    Then do this...
    Gmail Send Email
  • RingCentral Gmail

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    RingCentral {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect RingCentral + Plaid in easier way

It's easy to connect RingCentral + Plaid without coding knowledge. Start creating your own business flow.

    Triggers
  • Missed Call

    Triggers when there is a new missed call.

  • New Call Recording

    Triggers when a call has been recorded.

  • New SMS

    Trigger when new message received.

  • New Voicemail

    trigger when new voice mail received.

  • New Item

    Triggers when a new item is created.

    Actions
  • Generate Ringout Call

    Starts a 2-legged RingOutCall based on specified from and to numbers.

  • Send SMS

    Sends a SMS message.

  • Create payment recipient

    Create a new payment recipient

How RingCentral & Plaid Integrations Work

  1. Step 1: Choose RingCentral as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate RingCentral with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Plaid as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Plaid with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.