
When this happens...

Automatically do this!
Create Project
Create Comment
Create Company
Create Contact
Create Expense
Create Incoming Payment
Create Lead
Create Outgoing Payment
Create Purchase
Create Task
Find Company
Find Contact
Find Expense
Find Invoice
Find Offer
Find Planning Entry
Find Project
Find Purchase
Find User
Find Task
Find Purchase Category
Find Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created
Triggers when a new user is created
Triggers when a new comment is created
Triggers when a new company is created
Triggers when a new contact person is created.
Triggers when a new lead was created.
Action is the task that follows automatically within your Symbl.ai integrations.
Submit text to create a conversation and process the content.
Append text to a conversation that you previously processed.
Submit audio using a URL to create a conversation and process the content.
Append audio to an existing conversation using a URL and process the content.
Submit video using a URL to create a conversation and process the content.
Returns a list of conversations that you previously processed.

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

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Symbl.ai and Moco accounts to viaSocket. Once connected, you can set up a workflow where an event in Symbl.ai triggers actions in Moco (or vice versa).
Absolutely. You can customize how Symbl.ai data is recorded in Moco. This includes choosing which data fields go into which fields of Moco, setting up custom formats, and filtering out unwanted information.
The data sync between Symbl.ai and Moco 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 Symbl.ai and Moco. 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.
Symbl.ai is a cutting-edge AI platform that provides advanced conversational intelligence capabilities. It enables developers and businesses to integrate real-time speech-to-text, sentiment analysis, topic detection, and other AI-driven insights into their applications. With Symbl.ai, users can enhance their communication tools, improve customer interactions, and gain valuable insights from conversations.
Learn MoreMOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.
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