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Integrate Great AEP with RingCentral to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Great AEP with RingCentral - no code necessary. See how you can get setup in minutes.

Select a trigger from Great AEP

A trigger is an event that starts your Zap and runs the workflow. For example, with Great AEP, a trigger could be "New Appointment."

A trigger is the event that kicks off your automated workflow.

Setup an action from RingCentral

An action is what takes place after the automation is triggered. For example, with RingCentral, the action could be "Create Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Great AEP to RingCentral

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Great AEP to RingCentral integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Great AEP and RingCentral to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Great AEP and RingCentral to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Appointment
Triggers when a new appointment is created in Great AEP.
Trigger
Scheduled
Try It
- Select Campaign
  Required
- First Name
- Last Name
- Email
- Phone Number
Action
Write
- Email
- Phone Number
Action
Write
Call Ended
Triggers when a call has been ended.
Trigger
Instant
Try It
Missed Call
Triggers when there is a new missed call.
Trigger
Instant
Try It

- Type
Trigger
Instant
Try It
New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Instant
Try It

- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
- Phone Number
Action
Write
- Phone Number To
  Required
- File
  Required
- Resolution
- Send Time
- Cover Page Text
- Cover Page Type
Action
Write
- Lookup By
  Required
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write

Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
Trigger
Scheduled
Try It
- Select Campaign
  Required
- Email
- Phone Number
Action
Write
- Description
- View
  Required
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Trigger
Scheduled
Try It
Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Trigger
Instant
Try It
- Delay By
Trigger
Scheduled
Try It
- Type
- Status
  Required
Trigger
Instant
Try It
- Duration Unit
- Time Format
- Format
Trigger
Instant
Try It
- Name
  Required
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write
- Phone Number From
  Required
- Caller ID
- Phone Number To
  Required
- Play Prompt
Action
Write
- Type
- Phone Number From
  Required
- Phone Number To
  Required
- Text
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Learn how to automate Great AEP on the Zapier blog

Learn how to automate RingCentral on the Zapier blog

About Great AEP

Great AEP is automated scheduling for insurance agents.

Related categories

Scheduling & Booking

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

Related categories

Phone & SMS

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