
When this happens...
Text Created
Media Created
Text Analyzed
Text Failed
Embedded Recorder Created
Media Analyzed
Embedded Recorder Deleted
Embedded Recorder Recording Received
Chat Status
New Folder Created
Folder Updated
New Magic Prompts Response
New Events Created
Events Updated

Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new text is created.
Triggers when media is created.
Triggers when an existing text is analyzed.
Triggers when text is failed.
Triggers when embedded recorder is created..
Triggers when media is analyzed.
Action is the task that follows automatically within your Speak AI integrations.
Run a Magic Prompt with your media data.
Creates a new note with the given text content and name.
create a new folder.
Creates a User.
Creates a Embed.
Schedule an Event.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Speak AI and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Speak AI triggers actions in Close (or vice versa).
Absolutely. You can customize how Speak AI data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.
The data sync between Speak AI and Close 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 Speak AI and Close. 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.
Speak Ai is a tool to analyze audio and video to get insights extraction and transcriptions.
Learn MoreClose is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn More