Connect AssemblyAI and Wealthbox CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for AssemblyAI
Choose an Action
Automatically do this!
- Request a new Action for Wealthbox CRM
Enable Integrations or automations with these events of AssemblyAI and Wealthbox CRM
Enable Integrations or automations with these events of AssemblyAI and Wealthbox CRM
Actions
Transcribe
Transcribe an audio or video file using AssemblyAI.
Get Transcript Redacted Audio Result
Get the result of the redacted audio model.
Get Transcript
Get details of a transcript by its id.
Get Transcript Sentences
Retrieve the sentences of the transcript by its ID.
Get Transcript Paragraph
Retrieve the paragraphs of the transcript by its ID.
Get Transcript Subtitles
Export the transcript as SRT or VTT subtitles.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your AssemblyAI and Wealthbox CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in AssemblyAI triggers actions in Wealthbox CRM (or vice versa).
Absolutely. You can customize how AssemblyAI data is recorded in Wealthbox CRM . This includes choosing which data fields go into which fields of Wealthbox CRM , setting up custom formats, and filtering out unwanted information.
The data sync between AssemblyAI and Wealthbox CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between AssemblyAI and Wealthbox CRM . For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About AssemblyAI
AssemblyAI's Speech AI models include accurate speech-to-text for voice data (such as calls, virtual meetings, and podcasts), speaker detection and more.
Learn MoreAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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