Connect RingCentral and Investr to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for RingCentral
Choose an Action
Automatically do this!
- Request a new Action for Investr
Enable Integrations or automations with these events of RingCentral and Investr
Enable Integrations or automations with these events of RingCentral and Investr
Actions
Generate Ringout Call
Starts a 2-legged RingOutCall based on specified from and to numbers.
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Automate Instagram Comment Replies with Smart Keywords + Auto DMs
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Frequently Asked Questions
To start, connect both your RingCentral and Investr accounts to viaSocket. Once connected, you can set up a workflow where an event in RingCentral triggers actions in Investr (or vice versa).
Absolutely. You can customize how RingCentral data is recorded in Investr. This includes choosing which data fields go into which fields of Investr, setting up custom formats, and filtering out unwanted information.
The data sync between RingCentral and Investr typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between RingCentral and Investr. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About RingCentral
RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.
Learn MoreAbout Investr
Investr is a financial management and investment tracking app that helps users monitor portfolios, analyze market trends, and make informed investment decisions. It provides real-time data, insights, and tools to simplify wealth management.
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