Connect Rev AI and ClearCRM 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!
- Request a new Action for ClearCRM
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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.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
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 ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Rev AI triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how Rev AI data is recorded in ClearCRM. This includes choosing which data fields go into which fields of ClearCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Rev AI and ClearCRM 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 ClearCRM. 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 ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
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