Zapier Integration

November 26th, 2024

For HIPAA Compliant Customers: This integration relies on the content of the message being delivered to Zapier, and therefore cannot be used in conjunction with HIPAA compliant Ruby service.

 

With Ruby's Zapier integration, you will be able to streamline your operations and optimize your workflow by adding Ruby's receptionist messages to the platform of your choice. 

We know you rely on Zapier to automate communication through various channels including email, contact forms, and social media. Adding caller data from Ruby to the automation process allows you to save time and resources, and improve the efficiency of your communication.  

By using Ruby's Zapier integration, you can use Zapier to incorporate your Ruby data into CRMs, case management tools, communication platforms, spreadsheets, contacts, email marketing, calendars, billing, and more!  

Ruby's Zapier integration can also be used on top of Ruby's other integrations, as it offers additional customization that the existing Ruby integrations with RocketMatter, MyCase, and Clio don’t. By adding Zaps to your workflow, you can automate administrative tasks and save even more time each week. 

If you have an existing Zapier account, you're welcome to set up this integration yourself! Just search for Ruby in the list of available integrations. Don't have a Zapier account or don't want to handle the setup yourself? No problem! Ruby's dedicated Integrations team can set up this integration on your behalf either through your Zapier account or we can utilize Ruby's Zapier account to get your information to the platform of your choice.

To get started, simply reach out to our Customer Happiness team via phone at 866-611-7829 or via email at staff@ruby.com