Connect Speechnotes and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
Transcription Complete
Choose an Action
Automatically do this!
Add Contact
Create a Lead
Create Task
Create Product
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use Speechnotes and Sanchay Crm automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Transcription Complete
Runs when transcription complete
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
Do thisActions
Action is the task that follows automatically within your Speechnotes integrations.
Transcribe Audio
Convert an audio or video file into a text transcript. Supports language selection, speaker count, and optional partial-range transcription.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Insert or Update Data With Linking Module
Save record and link modules
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Frequently Asked Questions
To start, connect both your Speechnotes and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Speechnotes triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how Speechnotes data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between Speechnotes and Sanchay 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 Speechnotes and Sanchay 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 Speechnotes
Automatically transform all audio recordings to text. Most accurate AI transcription (speech to text) engines. Fast, affordable, secure & private.
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