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Set up your first integration
Quickly connect Podio to RingCentral with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Podio with RingCentral - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Application" from Podio.
Add your action
An action happens after the trigger—such as "Create Contact" in RingCentral.
You’re connected!
Zapier seamlessly connects Podio and RingCentral, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- OrganizationRequired
- WorkspaceRequired
Try ItTriggerPolling- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Try ItTriggerPolling- New Organization
Triggers when you add a new organization.
Try ItTriggerPolling - OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
Try ItTriggerPolling
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Field
- Action TypeRequired
- Include Image Attachments
Try ItTriggerInstant- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Try ItTriggerPolling- OrganizationRequired
Try ItTriggerPolling- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Label
- Responsible User
- Status
Try ItTriggerPolling
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Practical ways you can use Podio and RingCentral
Track incoming calls in Podio.
When a new call log record is created in RingCentral, Zapier can automatically create a corresponding item in Podio. This allows business owners to track and manage customer calls efficiently in one central location, helping them stay on top of important communications.
Business OwnerLog team call summaries in Podio.
Use Zapier to log the details of team calls automatically in Podio. For instance, when a RingCentral call ends, Zapier can update or create an item in Podio summarizing the discussion. This boosts transparency and ensures project teams are always aligned.
Project ManagementCreate contact records for new deals.
Zapier can streamline the sales process by creating a new contact in RingCentral whenever a new item is added in Podio for a deal. Sales teams can immediately start engaging leads, improving response times and increasing efficiency.
Sales OpsLearn how to automate Podio on the Zapier blog
Learn how to automate RingCentral on the Zapier blog
Frequently Asked Questions about Podio + RingCentral integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Podio and RingCentral
What is Podio and RingCentral integration?
The Podio and RingCentral integration allows users to connect their project management and communication tools so that specific actions in Podio can trigger corresponding actions in RingCentral. This streamlines workflows and ensures efficient communication management.
How do triggers work in the Podio-RingCentral integration?
In our Podio-RingCentral integration, a trigger is an event that starts a Zap—a workflow automation between two apps. For instance, creating a new task in Podio can trigger an SMS notification to be sent via RingCentral.
Can I customize which events trigger actions between Podio and RingCentral?
Yes, you can customize triggers based on various events in Podio, such as new tasks, updated items, or status changes. These customized triggers can then initiate actions like sending messages or creating calendar events in RingCentral.
What kind of actions can be performed in RingCentral through the integration?
Actions that can be automated in RingCentral from Podio triggers include sending SMS messages, making voice calls, scheduling conferences, or updating contact records.
Do I need coding skills to integrate Podio with RingCentral?
No coding skills are required to integrate these platforms. Our intuitive interface allows users to set up automated workflows using simple drag-and-drop tools without any programming knowledge.
Is it possible to see a history of which triggers have activated specific actions between Podio and RingCentral?
Yes, you can review logs of all executed Zaps within your account dashboard. This includes details about which specific triggers led to corresponding actions across both platforms.
Are there limitations on the number of Zaps I can create between Podio and RingCentral?
While there are plans with different Zap limits, users typically choose plans based on their needs. It's important to select the one that best aligns with your workflow volume requirements.
