Markate RingCentral

Markate + RingCentral Integrations

Put Markate + RingCentral to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Markate and RingCentral below — describe the exact one you want above and the Agent builds it on demand.

Markate + RingCentral When a new customer source is logged in Markate, trigger a call log or SMS in RingCentral.
Send text messages to newly created leads When a new lead is created in Markate, automatically send a welcome SMS via RingCentral to establish immediate contact. See details
Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in RingCentral, automatically log the activity on the contact's record in Markate. See details
Dispatch text confirmations on won deals When a deal is won in Markate, send an automated SMS via RingCentral to confirm details with the client. See details

Browse the full workflow library →

Looking to achieve something else with Markate and RingCentral?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Markate and RingCentral

Everything Markate and RingCentral can do inside a workflow — the triggers that start one and the actions that run when it fires.

Markate Explore Markate →

Markate is a field service CRM and business management software created for contractors to manage scheduling, estimates, invoicing, and customer records.

Triggers
New Call From Kate-Ai Receptionist

Triggers when a new call is added by Kate-AI Receptionist.

New Customer

Triggers when a new customer is added.

New Customer Group

Triggers when a new customer group is created.

New Customer Source

Triggers when a new customer source is created.

New Estimate

Triggers when an estimate is added, also filter estimates by status and customer.

New Invoice

Triggers when an invoice is added, also filter by status and customer.

Actions
Create Customer

Create a new customer on Markate

Create Customer Source

Add a new customer source on Markate

Create Lead

Create a new lead on Markate

RingCentral Explore RingCentral →

RingCentral is a cloud communications system offering enterprise cloud phone service, video meetings, and team messaging capabilities across devices.

Triggers
New Call Log Record

Triggers when there is a new call log record.

Call Ended

Triggers when a call has been ended.

Do Not Disturb (DND) Presence Updated

Triggers when a user wants to change the Do Not Disturb (DND) presence status.

Missed Call

Triggers when there is a new missed call.

New Call Recording

Triggers when a call has been recorded.

New Fax Received

Triggers when there is a new fax received.

Actions
Create Contact

Creates a new external contact in personal address book.

Create Post

Creates a new team messaging post.

Create Video Meeting

Creates an instant video meeting. Pair with an additional action to retrieve Join URI from the current action.

Find Contact

Finds an external contact in personal address book by phone number.

Generate Ringout Call

Starts a 2-legged RingOutCall based on specified from and to numbers.

Send Fax

Sends a fax.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Markate + RingCentral

Is there a pre-built Markate + RingCentral automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Markate and RingCentral's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Markate or RingCentral connector?

No. The Agent works whether or not Markate or RingCentral already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Markate and RingCentral help track phone communications?

Inbound calls, text messages, and missed calls handled in RingCentral can automatically log activities or update lead profiles directly inside Markate.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Markate can prompt RingCentral to send an automated SMS confirmation or message to the client.

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