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Automate RingCentral with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with RingCentral. It runs 6 supported actions in RingCentral, including send SMS, send fax, and post message to team, and connects it to Neos, Salesforce, and Microsoft Outlook. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost RingCentral integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across RingCentral and every tool it touches, including the screens with no API.

Supported actions6
  • New call loggedTriggers when a call is recorded in the call log.
  • New SMS messageTriggers when a new SMS arrives.
  • New faxTriggers when a new fax is received.
  • Send SMSSend an SMS message to one or more numbers.
  • Send faxSend a fax with one or more attached documents.
  • Post message to teamPost a message to a RingCentral team chat.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Building on the RingCentral API?Visit ringcentral.com

How to automate RingCentral

  1. Connect RingCentral to Caddi

    Allow

    1Sign in to RingCentral

    One click with your own RingCentral login. No API keys.

  2. Automate next-day client SMS in RingCentral.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

The details

What Caddi does with RingCentral

Why teams automate RingCentral

RingCentral handles calls and SMS — Caddi AI Agents turn those touches into structured outreach and write the result back to the system of record.

Phone and SMS outreach is where lots of client work actually lands. Caddi runs the texts and the logging so staff aren't picking up two tools to send one message.

Loops Caddi runs against RingCentral

  • Next-day client SMS

    Recommended pattern
    1. RingCentral
    2. Microsoft Outlook
    3. Neos

    Caddi identifies next-day follow-ups from the calendar, pulls the related case record, and sends the appropriate client SMS through RingCentral.

  • SMS payment reminders

    Recommended pattern
    1. RingCentral
    2. Neos
    3. LawPay

    Caddi identifies eligible outstanding balances and sends SMS payment reminders while notifying the assigned staff member.

  • Call logging to CRM

    Recommended pattern
    1. RingCentral
    2. Salesforce
    3. HubSpot

    After each RingCentral call, Caddi writes a structured activity to the CRM and opens any committed follow-up.

Where professional services teams use it

  • Inbound triage

    Watch RingCentral for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep RingCentral in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using RingCentral alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right RingCentral update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating RingCentral

Does Caddi have a real RingCentral integration?

Yes. Caddi runs verified code against RingCentral's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for RingCentral is reviewed before it runs in production.

Do I need engineering help to automate RingCentral with Caddi?

No. You demonstrate the workflow, clicking through RingCentral the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my RingCentral data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against RingCentral, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect RingCentral to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating RingCentral, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in RingCentral?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside RingCentral

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Ready to automate RingCentral?

Drop your work email and we'll show you Caddi running end-to-end against RingCentral and the rest of your stack.