Phone calls
Inbound + outboundNumber, direction, date/time, duration, staff member, and recording link when available
A Make scenario that captures RingCentral communications, matches them to the correct client by phone number, and writes a clean, searchable entry to that client's Karbon timeline — with anything unmatched routed to a review queue, never discarded.
Built from your RFP. Press play to watch four sample communications flow from RingCentral into Karbon on invented data — no live keys, no real client information, nothing touching your systems.
The phone matching, the timeline formatting, and the exception routing shown here are the real output of the tested logic. Three sample comms match to clients; the unknown number routes to the review queue.
Every communication type in your RFP, matched to the right client and written to their Karbon timeline in a consistent, searchable format.
Communications match to clients on normalized phone number, so (505) 555-0142, 505-555-0142, and +1 505 555 0142 all resolve to the same client. When no match is found, the communication goes to an exception queue for manual review — it is never dropped.
// normalize, then match across every phone on file for a client const n = normalizePhone(comm.number); // strip formatting, drop +1 const client = clients.find(c => c.phones.some(p => normalizePhone(p) === n)); if (client) writeToKarbonTimeline(client.id, entry); else addToExceptionQueue(comm); // nothing discarded
Phone is the primary key now; the same structure extends cleanly to email, client name, or AI matching in a later phase — which your RFP anticipates.
Security is treated as a first-class requirement, not an afterthought. Here is how the integration handles credentials, confidential data, and failures.
Consistent, scannable, and searchable — so any staff member opening a client sees the full communication history at a glance.
[Incoming Call] 2026-07-08 09:14 Phone: (505) 555-0142 Staff: J. Montgomery Duration: 4m 12s Recording: https://secure-link/rec/AB12 [Voicemail] 2026-07-08 10:02 Phone: 505-555-0199 Transcript: "Hi, calling about my Q2 filing…" Recording: https://secure-link/vm/9931
Everything becomes the property of Montgomery CPA — the scenarios, any custom modules, and full documentation, so you're never locked in.
One fixed price for the complete communication-logging integration, built, tested, documented, and delivered with training inside your 30-day window.
Future enhancements (Otter.ai, Gmail, Dropbox, AI summaries/notes/tasks) billed at $70/hour or fixed-fee per phase. Ongoing support available on a monthly retainer.