RingCentral
RingCentral is a business phone and texting system. When you connect it to TracsConnect, customer text messages go out through your RingCentral account instead of a generic number.
What RingCentral powers in TracsConnect
Section titled “What RingCentral powers in TracsConnect”- Customer SMS and MMS messages sent from supported TracsConnect workflows
- Appointment reminder texts, when your shop has those turned on
- Outbound texts from a RingCentral number you choose
- A connection test that confirms TracsConnect can sign in to RingCentral
What stays in RingCentral
Section titled “What stays in RingCentral”- Your RingCentral phone numbers and user assignments
- RingCentral billing, licenses, and phone plan settings
- Your RingCentral app credentials
- RingCentral phone, voicemail, recording, and meeting administration
- RingCentral-side message history
Before you start
Section titled “Before you start”- A RingCentral account with a number that can send text messages
- Access to the RingCentral Developer Console
- Permission to create or edit a RingCentral app for your shop
- A Client ID, Client Secret, and JWT Token from that app
- A TracsConnect dashboard account with permission to manage integrations
What you’ll do next
Section titled “What you’ll do next”- Prepare your RingCentral settings so you have the values TracsConnect asks for.
- Connect RingCentral to TracsConnect from Setup > Connections.
- Test the credentials, save the connection, and send a controlled message through the workflow your shop plans to use.
Inbound replies and call activity require separately provisioned RingCentral webhook subscriptions. The dashboard setup window does not create those subscriptions, so confirm that part of the rollout with TracsConnect support before relying on it.
Before you go live, read the known caveats. If setup fails or texts do not send, the troubleshooting page covers the common cases.