RingCentral Klipfolio

RingCentral + Klipfolio Integrations

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

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

RingCentral + Klipfolio When call log statistics update in RingCentral, refresh the dataset in Klipfolio.
Send text alerts when key metric thresholds are crossed When a critical performance metric crosses a set limit in Klipfolio, automatically send an SMS alert to executives via RingCentral. See details
Notify team leads via SMS when scheduled reports are ready When a scheduled executive summary is ready in Klipfolio, send a text notification through RingCentral with immediate access details. See details
Alert analytics teams to high phone activity When a missed call comes into RingCentral, automatically send an alert to Klipfolio so managers can monitor customer response times. See details

Browse the full workflow library →

Looking to achieve something else with RingCentral and Klipfolio?

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

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Triggers & actions for RingCentral and Klipfolio

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

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.

Klipfolio Explore Klipfolio →

A business intelligence platform that connects to data sources to build custom real-time metrics dashboards and reports.

Actions
Add to Data Source

Add data to a data source in Klipfolio.

Update Data Source

Replace data in a data source in Klipfolio.

Refresh Data Source

Refresh a data source in Klipfolio.

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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 RingCentral + Klipfolio

Is there a pre-built RingCentral + Klipfolio automation?

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

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

No. The Agent works whether or not RingCentral or Klipfolio 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.

Can I receive an SMS notification when a key KPI reaches a critical level?

Yes, when a metric threshold is crossed in Klipfolio, RingCentral can instantly send an SMS alert to key stakeholders.

Is it possible to prompt dashboard updates from incoming calls or texts?

You can set up workflows where receiving a specific inbound text in RingCentral prompts an immediate dashboard refresh in Klipfolio.

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