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Connect Reclaim AI and ATZ CRM

Integrate Reclaim AI with ATZ CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Reclaim AI and ATZ CRM.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new task is created

When a new task is created

Runs the workflow automatically whenever a new task is created in the connected Reclaim AI account.

Add contact

Add contact

Add a new contact to ATZ CRM.

Add candidate

Add candidate

Create a candidate profile in ATZ CRM for tracking and follow-up.

Update Candidate

Update Candidate

Update a candidate's details in ATZ CRM.

Delete candidate

Delete candidate

Remove a candidate record from ATZ CRM.

Contact Deleted

Contact Deleted

Triggered when a contact is deleted from ATZ CRM.

Do thisActions

Action is the task that follows automatically within your Reclaim AI integrations.

Create Task

Create Task

Create a task with title, due date, priority, notes, duration, and scheduling options (snooze, min/max work duration, on‑deck, event color).

Get Tasks

Get Tasks

Find or search tasks and filter results by status, title, priority, or event category.

Create Candidate

Create Candidate

Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.

Update candidate

Update candidate

Update a candidate's profile with new details such as name, contact, position, salary, languages, tags, custom fields, or resume.

Create Contact

Create Contact

Create a new contact in ATZ CRM with details such as name, email, phone, organization, stage, owner, and tags.

Update Contact

Update Contact

Update a contact in ATZ CRM by providing the contact slug and any fields to change (name, email, phone, address, tags, owner, stage, description, etc.).

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 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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Integrations Reclaim AI
Reclaim AI + ATZ CRM
Reclaim AI logo

About Reclaim AI

Reclaim AI is an AI-powered calendar assistant that automatically schedules focus time, tasks, habits, meetings, and breaks to help individuals and teams protect time, reduce meeting overload, and improve productivity across Google Calendar and Outlook Calendar.

Learn more
Integrations ATZ CRM
ATZ CRM + Reclaim AI
ATZ CRM logo

About ATZ CRM

ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

Learn more

Frequently Asked Questions

How do I connect Reclaim AI and ATZ CRM?

Sign up for a free viaSocket account, then authorize both your Reclaim AI and ATZ 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Reclaim AI and ATZ CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Reclaim AI to ATZ CRM?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ATZ CRM. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Reclaim AI triggers actions in ATZ CRM, and a separate workflow where ATZ CRM triggers actions in Reclaim AI. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Reclaim AI and ATZ CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Reclaim AI and ATZ CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.