How to set up Zapier workflows with Ringotel

All Zaps are build on the basic structure of catching the event, extracting the data with the Trigger and then acting upon that data with an Action.

In this article we will create a simple integration between Ringotel and Monday.com using Zapier to serve as an example.

The first step would be to log in to your Zapier account and create a Zap.

This should create a default Zap with a Trigger and Action structure.

Click on the Trigger and choose Webhooks and set the Trigger event to Catch Hook.

Then navigate to the Test tab and copy the URL for the Zapier Webhook.

We will need the URL to set up the integration from the Ringotel side.

Navigate to Ringotel Shell and log in.

After that please navigate to the Organization you wish to enable the integration for, then navigate to Integrations and click Enable integration on the Webhook card.

Provide the URL you got from Zapier in the Webhook URL field and click Save & Continue.

Now Ringotel should be sending data to the Zapier webhook every time the calls start and ended for any of the Ringotel users in the Organization.

To test this please make a test call to any of the Ringotel user from the Organization and then click Test trigger.

You should now be able to see two requests sent to the Webhook, one triggered by the call starting, and one by the call ending.

Select either the request called by the method "StopCallActivity" and click continue with the selected record.

In our example we are setting up integration with Monday.com, so in the app selection window we select Monday.com from the list of available apps and in the Action even we choose Create Item.

The Monday.com account needs to be connected with the Zapier account to proceed, so we do this from the Account tab and go the Configure step.

There, we select Activities in the Board ID tab, and choose the name for the Item we are creating.

You can use parameters you got from the Webhook to populate the data, so in this example the Item Name is Call from (calling number) and Zapier will be able to put the calling number from the data it receives from the Webhook. To do that simply click on the plus sign in the Item Name column and select the Caller Number parameter.

You can also specify the start and the end time since that data is provided in the data sent by the Ringotel "StopCallActivity"

Now if we test the action we should see a new Activity to be created in Monday.com with the data specified.

If the test was successful the zap can be published, the integration has been completed and going forward, call logs will we created in Monday.com via Zapier integration.

You can add additional steps to your zaps depending on your business logic, like only creating logs for incoming calls, or checking the caller number and associating the call log with a Contact records if the number is associated with an existing Contact record. Zapier offers many ways of customizing zaps to your needs, but the foundation will be the basic Trigger->Action structure shown here.