Document360 + RingCentral Integration

Integrate Document360 to RingCentral in one click, or tell Integrately AI how you want each document handled. Log communications, save voicemails, update documentation, and keep your knowledge base current automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • RingCentral
    Call is recorded in RingCentral
  • RingCentral
    SMS is received in RingCentral Instant
  • RingCentral
    Call is missed in RingCentral Instant
  • RingCentral
    Call is received in RingCentral Instant
  • RingCentral
    Voicemail received in RingCentral Instant
Arrow Right
2.
  • Document360
    Create document in Document360
  • Document360
    Search document in Document360
  • Document360
    Update document in Document360
  • RingCentral
    Create contact in RingCentral
  • RingCentral
    Send SMS in RingCentral
  • RingCentral
    Generate Ringout Call in RingCentral
  • RingCentral
    Search User in RingCentral

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Ready WorkflowsReady Workflows   for Document360 + RingCentral Integration

Capture incoming messages, log call recordings, update documentation, alert your team, and sync records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Document360 + RingCentral flow

Teams often want to create issues in Jira, notify channels in Slack, or log tickets in Zendesk once communication workflows finish. Pick a combination and activate it in one click.

Document360
RingCentral
+
Jira Software CloudJira Software Cloud (4)
+
SlackSlack (4)
+
ZendeskZendesk (4)
+
SalesforceSalesforce (4)
+
NotionNotion (4)
+
Google DriveGoogle Drive (4)
R
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When an SMS is received in RingCentral, create a document in Document360 and create an issue in Jira Software Cloud
Incoming customer texts automatically generate new documentation and trackable issues without manual copying.
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When a call is recorded in RingCentral, update the matching document in Document360 and add a comment in Jira Software Cloud
Call recordings update existing product docs and add context to active engineering tasks automatically.
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When a voicemail is received in RingCentral, create a document in Document360 and create a task in Jira Software Cloud
Voicemail audio and transcription turn into documented records and actionable engineering tasks instantly.
R
C
D
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Use Claude to summarise every RingCentral call recording, save the brief in Document360, and create an issue in Jira Software Cloud
AI extracts key takeaways from call recordings, updates documentation, and opens structured Jira tasks.

Supported triggers and actions for Document360 and RingCentral

Mix and match to build the exact automation you need

Document360
Document360 Triggers & Actions
No trigger is available
Create document in Document360
Generates a new document
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Search document in Document360
Locates and retrieves document based on search criteria
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Update document in Document360
Updates a document
Try it →
RingCentral
RingCentral Triggers & Actions
Call is recorded in RingCentral
Triggers the automation when a call is recorded
Try it →
Instant
SMS is received in RingCentral
Triggers the automation when a new text message is received
Try it →
Instant
Call is missed in RingCentral
Triggers the automation when a call is missed
Try it →
Instant
Call is received in RingCentral
Triggers the automation when a call is received
Try it →
Instant
Voicemail received in RingCentral
Triggers the automation when a voicemail is received
Try it →
Create contact in RingCentral
Adds a new contact to the RingCentral app
Try it →
Send SMS in RingCentral
Sends a text message to particular recipients
Try it →
Generate Ringout Call in RingCentral
Initiates a phone call and connect two parties for a ringout conversation
Try it →
Search User in RingCentral
Searches for a user
Try it →

What can you automate with Document360 + RingCentral?

Streamline your support communications and knowledge base updates with powerful automated workflows.

What you can automate?
📞
Turn RingCentral call recordings into Document360 records
Capture phone conversations and meeting notes the moment a call ends. Every recording automatically generates or updates a structured document in Document360 without manual typing.
💬
Sync customer SMS messages directly to documentation
Map inbound text conversations into Document360 articles. Ensure your knowledge base reflects real-time customer questions and support threads instantly.
🔔
Alert your team about missed calls and voicemails
Never miss an urgent client callback. Trigger instant document creation from voicemails and missed calls while keeping your internal channels fully informed.
🔀
Route communications based on message content
Sort inbound text inquiries and call transcripts into different document folders based on submitted keywords or caller details, ensuring clean organisation.
🔄
Keep documentation updated as calls evolve
Update existing Document360 guides automatically whenever follow-up calls or recorded conversations provide new product information or troubleshooting steps.
🔍
Search and update existing records intelligently
Look up existing documents in Document360 when an inbound call or SMS arrives from a known contact, appending new notes rather than creating duplicate files.
⏱️
Handle voicemails and missed calls systematically
Process after-hours voicemails into structured documentation entries so support staff can review audio transcriptions first thing in the morning.
🔌
Extend your workflow to team communication apps
Combine Document360 and RingCentral with platforms like Slack or Jira to notify engineers and create tasks the moment customer communications arrive.
And much more...

Who is Document360 + RingCentral integration for?

Connecting Document360 and RingCentral streamlines communication tracking and knowledge management for fast-moving teams.

Customer success analysts
Customer success analysts
Support team leads
Support team leads
Client service managers
Client service managers
Operations directors
Operations directors
Technical support engineers
Technical support engineers
Compliance officers
Compliance officers
📈
Customer success analysts
You review call logs and customer communications to measure support quality, but manual logging leaves your reports missing recent calls and text messages — this integration means every interaction recorded in RingCentral updates your Document360 documentation base instantly so your analytics remain accurate.
Support team leads
You need to act fast on incoming voicemails and missed calls, but finding out hours later delays customer follow-up and frustrates clients — with this integration, every missed communication and voicemail creates documented records immediately so your team can respond without delay.
🤝
Client service managers
You answer to stakeholders who want transparent progress reports, but compiling call histories and documentation updates by hand takes hours away from client calls — automating both apps means your communication records and help center documents stay perfectly aligned.
📊
Operations directors
The volume of inbound calls and customer SMS inquiries is too high for anyone to keep up by hand, leading to scattered notes and lost context — connecting these apps means every inbound call recording and text message feeds your knowledge base without manual data entry.
🔧
Technical support engineers
You depend on support reps to hand over customer interaction details before troubleshooting, but verbal handoffs often miss critical technical specs — this integration means every phone conversation and voicemail transcript lands in your documentation system automatically.
🛡️
Compliance officers
You need a reliable audit history of all client communications, but manual record-keeping leaves persistent gaps in your compliance archives — automating both apps means every call recording and customer SMS creates an immutable document trail instantly.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Document360 + RingCentral

Build and manage your Document360 + RingCentral automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Document360 + RingCentral with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Document360 to RingCentral?
Frequently Asked Questions
You can connect Document360 to RingCentral in 1 click using ready-made templates on Integrately. Simply authorise both apps, choose your preferred trigger event like an SMS or call recording, and let Integrately AI handle the setup.
Can I automatically create a Document360 document when a RingCentral call is recorded?
Frequently Asked Questions
Can I connect Document360, RingCentral, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Document360 and RingCentral?
Frequently Asked Questions
How does Document360 handle incoming customer data from RingCentral?
Frequently Asked Questions
Can RingCentral voicemails automatically update my Document360 articles?
Frequently Asked Questions
Do I need coding skills to automate Document360 and RingCentral?
Frequently Asked Questions
Is the Document360 and RingCentral integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Document360 or RingCentral With 1500+ Other Apps

Document360
Popular Document360 Integrations
Connect Document360 to knowledge bases, support systems, and documentation tools to keep information organised and accessible.
RingCentral
Popular RingCentral Integrations
Sync RingCentral with CRMs, messaging platforms, and call tracking tools to manage communications across your business stack.