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Kizen RingCentral Plugin

Kizen's RingCentral integration to make and receive calls from inside Kizen, with automatic caller lookup and call logging. Built on RingCentral Embeddable.

For general plugin documentation, see https://developer.kizen.com.

What it does

  • Dial from any phone field - adds a "Dial with RingCentral" button (src/dataAdornments/dial) to phone-number fields that opens the dialer and places the call.
  • Embedded softphone - a floating RingCentral Dialer frame (src/floatingFrames/dialer) for making and receiving calls without leaving Kizen.
  • Caller lookup - on incoming and active calls, matches the phone number against Kizen records and surfaces the matched contact(s).
  • Create contact from a call - prompts to create a new contact, prefilled with the call's phone number, when no match is found.
  • Call logging - writes completed calls (including the recording, when available) to a Kizen custom object, and keeps existing logs in sync.

Configuration

Install-time config is defined in kizen.json under config_template:

  • callSummaryObject - the custom object that call logs are written to.
    • objectId - the target custom object's ID (resolved by name phone_call at runtime if left blank).
    • objectFieldTemplate - maps object fields to call values via {{...}} tokens (e.g. {{phoneNumber}}, {{duration}}, {{direction}}, {{sessionId}}, {{callRecording}}, {{entityIds}}, {{currentUser}}).
  • callerLookupEndpoint - the Kizen endpoint used to search for records by phone number (defaults to /client/v2).

License

Licensed under the GNU General Public License v2 - see LICENSE.md. Forks and derivative plugins must also be open-sourced under the same license.

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