Connect Speak AI and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Text Created
Triggers when a new text is created.
Media Created
Triggers when media is created.
Text Analyzed
Triggers when an existing text is analyzed.
Text Failed
Triggers when text is failed.
Embedded Recorder Created
Triggers when embedded recorder is created..
Media Analyzed
Triggers when media is analyzed.
Do thisActions
Action is the task that follows automatically within your Speak AI integrations.
Run Magic Prompt
Run a Magic Prompt with your media data.
Create Text Note
Creates a new note with the given text content and name.
Create Folder
create a new folder.
Create User
Creates a User.
Create Embed
Creates a Embed.
Schedule Event
Schedule an Event.
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Frequently Asked Questions
To start, connect both your Speak AI and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Speak AI triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Speak AI data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Speak AI and Sage Sales Management 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 Sage Sales Management. 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 Speak AI
Speak Ai is a tool to analyze audio and video to get insights extraction and transcriptions.
Learn MoreAbout Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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