Ring Central integration (and/or generic voip)

Planned

Addons / Integrations

nicksmith

Would be great to initiate calls from within plannr from the client record, using Ring Central (or generic other voip provider if possible), with the call recording saved to the client record automatically on completion of the call. Similarly, an inbound call from a client number held in plannr, auto tags the call notes and call recording to the client record

3 years ago

lysa_heaton

marked this post as Planned

10 months ago

lysa_heaton

marked this post as Under Review

10 months ago

lysa_heaton

We are currently gathering the information for this - please see our Integrations Roadmap - https://plannr-documentation.notion.site/410afac2a68e433cb979a911de934004?v=376ef3d463cb4ec4a095b8f8137d028b

10 months ago

gareth_at_plannr

marked this post as Planned

8 months ago

james_gillespie

To add to this might we might not want to save the actual call recording but possibly would want a prompt after calls complete to capture call notes (and give us an option to spin off follow up tasks) and also possibly like to have something from an MI perspective that shows the quantity/length of calls and provide MI in this regard for a client/family group.

8 months ago (edited)

john_bowden

Hi all, noting this RingCentral (or other VOIP provider) is ''planned'' and has been for the last 3-4 months is there any update on possible timeframes please?

5 months ago (edited)

Hi there 👋

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Ring Central integration (and/or generic voip)