If your firm uses RingCentral for calling, follow the steps below to enable Laurel to capture those calls for your timekeepers.
Requirements to get started:
An active RingCentral account.
Access to the RingCentral Developer Portal (this requires administrative permissions).
Administrative permissions in Laurel.
Step 1: Access the RingCentral Developer Portal
Sign in to the RingCentral Developer Portal using your RingCentral credentials.
Step 2: Open the Developer Console
Select your profile icon and choose Developer Console.
Step 3: Register a New Application
Click Register App to create a new REST API application.
Step 4: Select Application Type
Choose REST API App as the application type.
Step 5: Configure Application Settings
Provide the following information:
App Name: Laurel RingCentral Integration
Description: Enables Laurel to track cloud-based meetings and phone calls
Primary Contact: Administrator email address
App Gallery Listing: No
App Card:
Display Name: Laurel
Icon: Laurel logo
Authentication:
Auth Flow: JWT Authentication
Refresh Tokens: Enabled
Step 6: Configure Permissions
For Application Scopes, please enter this information:
Read Contacts
Call Control
Read Accounts
Read Call Log
Webhook Subscriptions
For the question, Who will be authorized to access your app? Select "Private"
For Application Features:
When prompted about interactive messages, select No.
Then choose Create App.
Step 7: Setup and Gather RingCentral Credentials
On the same page click on the dropdown next to your name and then click on credentials.
Click on "Create JWT"
In the form set the following items as shown below:
Label: Laurel Api
Check the app apps checkbox
Then select "Create JWT"
Select the newly created JWT. Open the "Click to See" link.
You will now be able to copy the token. Select "Finish" then get the credentials after saving. You should see your app in the dashboard with:
Client ID
Client Secret
Server URLs (sandbox & production)
JWT token
Download the Credentials Json file.
Step 8: Set RingCentral Credentials in Laurel
As an Laurel Administrator:
Login to the Laurel web application https://app.laurel.ai/
Navigate to Settings, select Customer Settings, then select Customer Integration.
3. Fill in the following RingCentral information:
Phones Enabled: YES
ServerUrl: https://platform.ringcentral.com
ClientId, ClientSecret and JWT Token: Your clientId captured during RingCentral app registration.
4. Click "Validate." You should now see that the integration is enabled.
Once all steps are completed and settings are saved, the RingCentral application will be fully configured for Laurel integration.
If any changes are required in the future, they can be managed through the RingCentral Developer Console under the application settings.