Knowledgebase articles
- Welcome to the Knowledge Base
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- Why aren’t Online Activities being created in the database?
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- Introduction to Transaction Documents
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RingCentral Integration Fields and Processes
Last updated : 30th July 2021
During installation of the Plugin, the following Custom Fields are created automatically on a Task. They are hidden by default, so we would recommend configuring these on the relevant Form Layouts to suit your needs after installation has complete.
| Field Name | Data Type | Description |
| Talk Time | Integer | This will record the duration of the call. |
| Call Recording | URL | Stores the talk time of a call activity. |
In addition, the following Custom Fields are created automatically on a Person Record. They are hidden by default, so we would recommend configuring these on the relevant Form Layouts to suit your needs after installation has complete.
| Field Name | Data Type | Description |
| Stripped Alternate Phone Number | Text | Cleansed alternate phone number for matching. |
| Stripped Mobile Number | Text | Cleansed mobile number for matching. |
| Stripped Phone Number | Text | Cleansed phone number for matching. |
Automation Processes
The following automated processes are created by the Ring Central installation plugin for use with this integration.
- Telephony – Call Activity Updater (Scheduled Process): This process will retrieve all call activities without a Primary Contact and matches them with a person record.
- Telephony – Stripped Number Updater (Scheduled Process):This process goes through all recently updated people records and updates their stripped phone numbers for the other scripts to use for identification.
- Ring Central Auth (web process):This process is used to manage authentication to your Ring Central account from within Workbooks. More information can be found here.
- Ring Central Receiver (web process):This process is used to receive phone call webhooks from Ring Central and stores them into API data.
- Ring Central Retriever (Scheduled Process):This process retrieves the data for each phone call that is stored in API data so that it can create Phone Call Activities.
- Ring Central Sender (Scheduled Process):This process sets up the webhooks.