Connect Rev AI and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Topic Extraction
New Submit Sentiment Analysis
New Force Alignment Job
Choose an Action
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Ready to use Rev AI and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Topic Extraction
Trigger when new topic extraction is created.
New Submit Sentiment Analysis
Trigger when new submit analysis .
New Force Alignment Job
Trigger when new force alignment is created.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
Do thisActions
Action is the task that follows automatically within your Rev AI integrations.
Submit Topic Extraction Job
Starts an asynchronous job to extract topics from a transcript.
Delete Topic Extraction
Delete an existing topic extraction.
Submit Sentiment Analysis
Starts an asynchronous job to analyze sentiments in a transcript.
Delete Submit Sentiment Analysis
Delete an existign submit sentiment analysis.
Submit Force Alignment Job
Starts an asynchronous job to obtain precise word timings for an audio file and text transcript.
Delete Submit Force Alignment Job
Delete an existing submit force alignment job.
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Frequently Asked Questions
To start, connect both your Rev AI and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Rev AI triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Rev AI data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Rev AI and Capsule 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 Rev AI and Capsule 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 Rev AI
Rev is an audio transcription service that uses human beings to transcribe English audio or video into text.
Learn MoreAbout Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
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