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Oct 30, 2023 03:30 PM
When someone calls through RingCentral and their name, or number match an Airtable record, is there anyway for that record to pop up?
Solved! Go to Solution.
Oct 30, 2023 06:09 PM - edited Oct 31, 2023 09:50 AM
I show off how to do this exact thing on this episode of the BuiltOnAir podcast.
You can definitely do this, but you'll need to use a few external apps to make this happen, and it will take you a little while to setup.
The main problem you're dealing with here is that automations have no control over your computer screen — automations can only update data "behind the scenes".
So you can see the newly-updated data on your screen, but an automation can't take control of your screen.
An automation can't move things around on your screen. It can't scroll a window, it can't perform an onscreen search, it can't move windows around, it can't give you a notification alert sound or a notification alert dialog box, it can't pop stuff up on your screen, nor move windows around.
An automation can't even do something as simple as automatically opening up a new browser window on your screen which takes you to the person's record in Airtable.
So in order to make this happen, you would need to find an app that can control your computer — but that app must also have a very specific feature. It must have its own built-in webhook server that you can send incoming data to.
I don't know if this sort of program exists for Windows, because I use the Mac.
But on the Mac, possibly the only program that offers full control of your Mac — along with an incoming webhook server — is Keyboard Maestro.
I'm not sure if there are any other programs that offer this, but there is another app called Pushover that can provide alert notifications on all of your devices (but it can't control your computer).
Additionally, you would also need to use another app as well: Make.
So to start with, you would need to use Make's RingCentral modules to monitor for incoming calls.
Then, when an incoming call comes in, you would trigger any macros that you have setup in Keyboard Maestro to take control of your Mac and perform the search in Airtable for you on your screen.
This would take me way too long to type up how to do this here, so you can check out the podcast to see how it's done!
HOWEVER:
What would be significantly easier — and would only require using Make — would be to just create a special view in Airtable that is filtered to show you only the people that you've checked off with a checkmark (or something like that).
When an incoming call comes in, Make would just check that person's checkbox for you behind the scenes.
Then, you would manually go to your filtered view, and you would see the person that is currently calling. When you're done talking with them, you would uncheck the checkbox to remove that person from the filtered view.
p.s. If you have a budget for your project and you’d like to hire an expert Airtable consultant to help you with any of this, please feel free to contact me through my website: Airtable consulting — ScottWorld
Oct 30, 2023 06:09 PM - edited Oct 31, 2023 09:50 AM
I show off how to do this exact thing on this episode of the BuiltOnAir podcast.
You can definitely do this, but you'll need to use a few external apps to make this happen, and it will take you a little while to setup.
The main problem you're dealing with here is that automations have no control over your computer screen — automations can only update data "behind the scenes".
So you can see the newly-updated data on your screen, but an automation can't take control of your screen.
An automation can't move things around on your screen. It can't scroll a window, it can't perform an onscreen search, it can't move windows around, it can't give you a notification alert sound or a notification alert dialog box, it can't pop stuff up on your screen, nor move windows around.
An automation can't even do something as simple as automatically opening up a new browser window on your screen which takes you to the person's record in Airtable.
So in order to make this happen, you would need to find an app that can control your computer — but that app must also have a very specific feature. It must have its own built-in webhook server that you can send incoming data to.
I don't know if this sort of program exists for Windows, because I use the Mac.
But on the Mac, possibly the only program that offers full control of your Mac — along with an incoming webhook server — is Keyboard Maestro.
I'm not sure if there are any other programs that offer this, but there is another app called Pushover that can provide alert notifications on all of your devices (but it can't control your computer).
Additionally, you would also need to use another app as well: Make.
So to start with, you would need to use Make's RingCentral modules to monitor for incoming calls.
Then, when an incoming call comes in, you would trigger any macros that you have setup in Keyboard Maestro to take control of your Mac and perform the search in Airtable for you on your screen.
This would take me way too long to type up how to do this here, so you can check out the podcast to see how it's done!
HOWEVER:
What would be significantly easier — and would only require using Make — would be to just create a special view in Airtable that is filtered to show you only the people that you've checked off with a checkmark (or something like that).
When an incoming call comes in, Make would just check that person's checkbox for you behind the scenes.
Then, you would manually go to your filtered view, and you would see the person that is currently calling. When you're done talking with them, you would uncheck the checkbox to remove that person from the filtered view.
p.s. If you have a budget for your project and you’d like to hire an expert Airtable consultant to help you with any of this, please feel free to contact me through my website: Airtable consulting — ScottWorld
Jul 02, 2024 01:06 PM - edited Jul 02, 2024 01:07 PM
Hello,
Just seen your presentation of the above on the podcast. Excellent use of integrations with very little coding requirements by the looks of it.
I was wondering whether you would consider consulting/setting this up for a company like ourselves. We already use Apple products within the company. We don't use RingCentral, we use 3CX, not sure if you are familiar with this but they do have API that can be custom built.
Our situation would be that there is a Contacts table that we would want the record to pop-up from. Though what would happen if there are more than one person with the same phone number recorded, could it pop up both records or create a mini pop-up to then select which out of the records to expand?
Please reach out to me,
Many thanks
Dan
Jul 02, 2024 01:15 PM
Thanks for your message!
Unfortunately, I am not taking on new projects at this time because I have reached the maximum capacity of business that I can currently handle (primarily because I am just a one-man shop).
Sorry for the bad news! 😞
If you have more than one person with the same phone number, you could have Make loop through all of your found contacts and open each person in a separate browser window.
Best,
Scott