Intulse's integration with Rock RMS merges your phone system with your Rock RMS account. With the integration enabled, any screen in the Intulse App that would normally display a simple phone number will instead automatically search your Rock RMS database and return any contact or organization records that match that phone number. There are two parts to the integration between Intulse and Rock, which are detailed below.
When you receive an incoming call, instead of displaying the caller ID, your phone system will display the name of the contact as it appears in your Rock RMS records. You can click on the caller's name to launch their account within Rock RMS. You can quickly add call notes to a contact's activity and the note will automatically contain all the basic information about the call such as the start time and duration of the call, whether the call was inbound or outbound, and if the call was recorded, a link to the recording. You will be able to start calls to Rock RMS contacts directly from within the Intulse App by simply searching for a contact name on the My Phone screen.
To experience the integration between Intulse and Rock RMS you will need to use the Intulse App.
If you would like to have the Rock RMS integration enabled for your account, please contact Intulse support and we would be happy to get you connected.
This guide assumes that you have installed and logged into the Intulse App on any necessary devices. If you need additional information on how to install or navigate the Intulse App, check out this thorough Walkthrough.
Only system administrators in the Intulse App can update the settings for your Rock RMS integration.
On May 10th, 2022 we released version 2.3.0 of our plugin! This comes with new features and improvements, including SMS texting powered and logged by Intulse, the ability to add detailed notes to any call log, and the creation of an Intulse settings page. We strongly suggest that you install the latest version of this plugin, but it requires at least Rock 12.1. After updating Rock and installing the plugin, follow the setup steps below.
If you are using an older version of the plugin please see the old documentation.
First you will need to install the Intulse plugin which is available for free in the Rock Shop. Then, to fully utilize the Intulse plugin, you need to configure your settings in Rock.
Navigate to your
Admin Tools > System Settings > Phone Systems page. Once there you should see an entry for “Intulse Phone System” that you can click on to begin configuration.
If you don’t see an Internal Phone Type for Intulse, fear not! We can easily create one manully.
You can create a new Phone Type by going to the
Admin Tools > General Settings > Defined Types page and selecting the Phone Type item under Person. Once there you can add a new phone type that will contain the internal extension, which we recommend naming “Intulse”. Now, when viewing a Person, you can set their Intulse extension. These will need to be kept up-to-date manually within Rock.
Select the More menu tab in your Intulse app and click on API Access. Copy your Organization API Key at the top of this page.
Navigate to the
Admin Tools > Communications > Intulse Settings page and enter the Intulse API Key in the appropriate field. If you're updating this plugin from a previous install, then the data should have been copied over automatically. More information on this settings page is available at the bottom of this documentation.
You will need to add a new Scheduled Job under
Admin Tools > System Settings > Jobs Administration in order to have Rock import the call log data from your phone system. Create a new job to match the information below.
Caution: It is suggested that you run the job manually one time before marking it Active, and that you do so after normal business hours. This initial import can take a long time, depending on your call volume. During this initial import your phone system is working pretty hard so there is a chance it might affect call quality while running.
Next you will add a communication block that will show a log of phone calls and text messages for each extension. Go to the profile page for a user in your organization. Add a Page Block called “Intulse Communication Block”. Click Save, and then Done. This same block can also be used on Business pages as well. Once this has been created for one user and business, it will automatically apply to all others.
It is critical that each of your users have their Intulse Extension entered correctly on their profile:
You should also create a Business (go to
Finance > Businesses) that represents your church. Make sure that your church’s telephone number is listed as one of its phone numbers (usually the Work number).
Rock provides a click to call feature which will allow you to click on any phone number to immediately initiate a phone call. In order to use this feature within Rock, navigate to your user Settings page and set the Call Origination Source to "Intulse."
However, we suggest that you set call origination to false within the
Admin Tools > Communications > Intulse Settings page and instead use our Intulse Companion App. This free Chrome extension turns each phone number into a clickable hotlink. Clicking on any phone number will give you the option to call that phone number, send an SMS text to that number from your Intulse app, or do nothing.
As system administrator, you select which option will be used for your entire organization. Each user will then need to follow a few simple steps to enable this on their device. Those steps will be covered in the Rock User Video.
As of version 2.3.0 you can now configure Rock to use Intulse to send/receive SMS messages! While there is documentation on how to work with SMS in Rock on their website, we'll quickly go over how to configure your system to use Intulse to do so.
The first thing you need to do is to go to
Admin Tools > Communications > Communication Transports and mark the Intulse Transport as Active. If you're currently using another transport (such as Twilio) you may want to set it to inactive.
The next step is to go to
Admin Tools > Communications > Communication Mediums and set the SMS medium to use the Intulse Transport as its Transport Container (and mark it active if it's not).
You're going to need an Intulse phone number that has SMS enabled. Go to
Admin Tools > General Settings > Defined Types and select "SMS Phone Numbers" from the Communication Category. Add a new number using your Intulse number, set a description, and mark it active. This number must have the country code "1" preceding it. So if your number is 717 555-1234, you would need to enter "17175551234"
Next you need to go to
Admin Tools > General Settings > Global Attributes and make sure that you've filled in the Internal Application Root as your Rock website URL.
The final step is to navigate to the
Admin Tools > Communications > Intulse Settings page. This page is where you will manage most of the settings for your Intulse plugin. If you're installing this plugin for the first time, you'll have to fill in your API Key (available in the Intulse App), but if you're just updating this plugin it should've transferred over automatically. If you set the Internal Application Root in the previous step, you can click on the "Create Webhook" button - this registers your Rock instance with our API so that incoming text messages are routed to Rock and picked up by any SMS Pipelines you have setup. Once you've done this, the button will disappear from the page the next time you visit it, as it only needs to be done once.
Note: Both the "Create Webhook" and "Save" buttons will only become clickable after the required fields are filled in and you've clicked off of the field (for example, if you fill in your API key, click off of the input and the buttons should activate).
Click Save and voilà! You can now use Intulse to send and receive SMS messages through Rock!
As of version 2.3.0 we've moved most of the settings that Intulse uses to its own page, located under
Admin Tools > Communications > Intulse Settings.
Once you have setup your users’ extensions, imported your data, and added your block, you should be able to view a Person’s phone call and SMS history!
Filtering: Click on “Filter Options” to show various options by which you can narrow down your communication history.
Notes: Click on the Edit/Pencil button on right side of an entry to add a note to a call or SMS record.
For more information about Rock RMS, check out their website!