Integrate Forecast with RingCentral
Send information between Forecast and RingCentral automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Forecast and RingCentral using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New milestone
Triggers when a new milestone is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New voicemail
Triggers when a new voicemail is sent or received
New team chat
Triggers when a new team chat is created
New SMS
Triggers when a new SMS is sent or received
Call recorded
Triggers when a call is recorded
Call missed
Triggers when a call is missed
Call answered
Trigger when a call is answered
New call
Triggers when a new call is initiated or received
Call disconnected
Triggers when a call is ended
All Actions - Actions are the automated tasks
Create milestone
Creates a new milestone in the selected project
Create sprint
Creates a new sprint in the selected project
Create client
Creates a new client
Add person
Adds a new person
Create label
Creates a new label
Create task
Creates a new task
Create time registration
Creates a new time registration
Create project
Creates a new project
Create subtask
Creates a new sub task/to-do
Fetch label
Fetches an existing label by name
Create team message
Creates a new team message
Send SMS
Sends a new SMS to the specified phone number
Initiate ring-out call
Initiates a two-legged ring-out call based on the specified caller and callee phone number
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Block or allow phone number
Updates the blocked or allowed phone number list with the specified phone number
Fetch user
Fetches the details of an existing user
Fetch call record by ID
Fetches the details of an existing call record by ID
Fetch message by ID
Fetches the details of an existing message record by message ID
Fetch contact
Fetches the details of an existing contact
Fetch ring-out call status
Fetches the status of a 2-legged ring-out call
Fetch extension
Fetches the details of the existing extension
Fetch call by session ID
Fetches the details of an existing call by session ID
Fetch call by ID
Fetches the details of an existing call by ID
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
What is RingCentral?
RingCentral is a cloud-based communication system that helps you better serve your customers with all-in-one cloud phone, video conferencing, team messaging, contact center and more.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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