Skip to main content
Question

How do I automate RingCentral video appointments with clients to Gmail using Zapier?

  • May 23, 2024
  • 7 replies
  • 48 views

Boy, it sure is hard to get support here at Zapier!  This is what I am trying to acomplish.  I want to automate setting client appoints for a RingCentral video conference using specific date parameters.  I want to simply role through an excel spreadsheet with email addressed and set the appointments one at a time.  To accomplish this I have to go in to RingCentral and set a video meeting time and send the link to the target client.  Then I want Zapier to set the appointment on my gmail calendar.  

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

7 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • May 23, 2024

Hi @standenman 

Can you please clarify your question or what issue you are having with in configuring the Zap steps?

Include screenshots to give us more context about how your Zap steps are outlined and configured.

 

Zap app triggers/actions:


  • Author
  • Beginner
  • May 24, 2024

Well I will start with this baffling screen.  It make no sense! 

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • May 24, 2024

@standenman 

For us to have context, post screenshots with what you are seeing/experiencing.


Nisha_gupt

Hi there
if you want to need clue u can follow To automate setting client appointments for a RingCentral video conference using specific date parameters and an Excel spreadsheet with email addresses, you can use the following workflow:

  • Set up a trigger in Zapier that monitors for new or updated rows in your Excel spreadsheet.
  • Use Zapier's built-in "Formatter" app to parse the date and time data from the Excel spreadsheet into a format that can be used by the RingCentral and Google Calendar apps.
  • Set up an action in Zapier that creates a new RingCentral video meeting using the parsed date and time data and the email address of the target client.
  • Set up another action in Zapier that creates a new event in your Google Calendar using the same parsed date and time data and the email address of the target client.

  • Author
  • Beginner
  • May 25, 2024

“Name”?  What the heck is that?  what I am so supposed to be putting in that box?  “insert data..” insert data WHERE?? So confusing..

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • May 26, 2024

@standenman 

That would be the name of the Video Meeting to be created by the Zap step.

You can name it whatever you want.

If you want to map data points from step 1, then you would select variables from the list of options.

Check the field descriptions (if it exist) for guidance.

When in doubt, test it out.

 


JammerS
Forum|alt.badge.img+6
  • Zapier Staff
  • June 27, 2024

Hi @standenman ,
 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.