
When this happens...
Lead Is Updated
New Lead Is Created
Automatically do this!
Summarize Text
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when lead is updated
Runs when new lead is created
Action is the task that follows automatically within your telecrm integrations.
Create or update a lead
Update lead information
Find leads by name or email
Create a concise summary of the provided text.
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To start, connect both your telecrm and Summarize Text accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Summarize Text (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Summarize Text. This includes choosing which data fields go into which fields of Summarize Text, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Summarize Text 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 telecrm and Summarize Text. 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.
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