Connect Presentations.AI and Raynet CRM
Integrate Presentations.AI with Raynet CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Modifying Call in Raynetcrm when New Deck in Presentations-ai
Modifying Event in Raynetcrm when New Deck in Presentations-ai
Modifying Letter in Raynetcrm when New Deck in Presentations-ai
Modifying Task in Raynetcrm when New Deck in Presentations-ai
Modifying Deal in Raynetcrm when New Deck in Presentations-ai
Popular Presentations.AI + Raynet CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Presentations.AI
When this happens...
New Deck
Choose an action
Raynet CRM
Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
List Leads
List Deals
Modifying Call in Raynetcrm when New Deck in Presentations-ai
Use this flowModifying Event in Raynetcrm when New Deck in Presentations-ai
Use this flowModifying Letter in Raynetcrm when New Deck in Presentations-ai
Use this flowModifying Task in Raynetcrm when New Deck in Presentations-ai
Use this flowModifying Deal in Raynetcrm when New Deck in Presentations-ai
Use this flowModifying Price List in Raynetcrm when New Deck in Presentations-ai
Use this flowModifying Sales Order in Raynetcrm when New Deck in Presentations-ai
Use this flowModifying Account in Raynetcrm when New Deck in Presentations-ai
Use this flowModifying Contact in Raynetcrm when New Deck in Presentations-ai
Use this flowModifying Lead in Raynetcrm when New Deck in Presentations-ai
Use this flowSupported Triggers & Actions
Everything you can automate between Presentations.AI and Raynet CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Deck
Runs when a new deck with slides appears in your workspace, optionally within a chosen project.
Trigger Record
Triggers when a record is updated , created or deleted
Do thisActions
Action is the task that follows automatically within your Presentations.AI integrations.
Find Decks
List, search, or get a deck by ID, including its exports.
Generate Outline
Generate an editable slide-by-slide outline from a prompt or source material.
Create Deck
Generate a finished slide deck from a prompt, source text or files, or an edited outline.
Get Deck Generation Status
Check progress of a deck generation and get the download link once it completes.
Create Share Link
Enable a public share link for a deck and get its URL.
Modifying Call
Modifying call data
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Presentations.AI
Presentations.AI turns a prompt, documents or an outline into a finished, designed slide deck (PPTX, PDF or images).
Learn more
About Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Presentations.AI and Raynet CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Presentations.AI and Raynet CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Raynet CRM. No coding required.
Yes. You can set up a workflow where Presentations.AI triggers actions in Raynet CRM, and a separate workflow where Raynet CRM triggers actions in Presentations.AI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Presentations.AI and Raynet CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Presentations.AI and Raynet CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
