RingCentral runs on an OAuth app your organization owns, so an administrator configures it once for the firm before anyone can connect.
Part 1: Create the OAuth app in RingCentral
Create an app in the RingCentral developer console, following RingCentral's own guide. The settings Caddi requires are below.
1. Sign in to RingCentral and go to Console → Apps, then select Create App.
2. Choose REST API App, then Next.
3. Under Authentication, choose the 3-legged OAuth authorization code flow, and Server-side web app.
4. Set the redirect URI to https://app.trycaddi.com/oauth-callback. Caddi also shows this value, with a copy button, in the dialog in Part 2.
5. Under Security, grant the app permissions. Caddi requests ReadAccounts and ReadCallLog by default, so the app must include at least those two or sign-in will fail. Add any further permissions your automation needs — RingCentral documents them at developers.ringcentral.com/guide/basics/permissions.
6. Under Security, select This app is private and will only be callable using credentials from the same RingCentral account.
Caddi uses the authorization code flow with PKCE (S256), so the app must allow it. Have the Client ID and Client Secret available.
Part 2: Configure the connection in Caddi
You need to be an organization owner or admin for this part.
1. Go to app.trycaddi.com and sign in.
2. Open Settings from the left navigation, then select Integrations.
3. Find RingCentral under Connectors you can configure and select Configure.
4. In the Connect RingCentral dialog, fill in:
Connection Name — the name shown to users in Caddi. This name is set when you create the connection and stays with it.
Client ID — the client ID of the app you created in RingCentral.
Client Secret — the client secret of that app.
5. Select Save Configuration.
RingCentral now appears in your organization's connections table. Everyone in the organization can connect their own account to it until an owner or admin changes Who can use this connection on that connection. See Integration Permissions FAQ for the options.
Part 3: Connect your account
Each person who needs RingCentral in a loop does this once.
1. Open Integrations from the left navigation.
2. Find RingCentral and select Connect.
3. Sign in at the RingCentral prompt and approve the connection. Caddi returns you to the Integrations page when the connection completes.
RingCentral should now show as Connected.
Troubleshooting
Needs attention on the RingCentral card means the connection has stopped working — usually an expired or revoked token. Select Sign in again.
Needs setup means the organization-wide app in Part 2 has not been configured yet. If you are not an admin, select Ask for it to notify your organization's admins.
If the RingCentral prompt rejects the redirect, check that the redirect URI on the app is exactly
https://app.trycaddi.com/oauth-callback.If sign-in fails with a scope or permission error, check that the RingCentral app grants
ReadAccountsandReadCallLog.