Connect Plaud and eWay-CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Plaud and eWay-CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Save new Plaud transcripts and summaries as contacts in eWay-CRM when they're ready
Details
Try it
Plaud + eWay-CRM

Save new Plaud transcripts and summaries as contacts in eWay-CRM when they're ready

Details

Try it

Plaud + eWay-CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Plaud with eWay-CRM - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Transcript & Summary Ready" from Plaud.

Add your action

An action happens after the trigger—such as "Save a Company" in eWay-CRM.

You’re connected!

Zapier seamlessly connects Plaud and eWay-CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Minimum Recording Length (mins)
- Format for Transcript & Summary
Trigger
Instant
Try It
New or Updated Contact
Triggers when scheduled and returns a new or updated contact in eWay-CRM.
Trigger
Polling
Try It
New or Updated Journal
Triggers when scheduled and returns a new or updated journal in eWay-CRM.
Trigger
Polling
Try It
New or Updated Task
Triggers when scheduled and returns a new or updated task in eWay-CRM.
Trigger
Polling
Try It
- Title
- First Name
- Middle Name
- Last Name
- Suffix
- Job Title
- Company (Relation)
- Company (Text)
- Department
- Email 1
- Email 2
- Email 3
- Email Opt Out
- Mobile Phone
- Business Phone
- Business Phone 2
- Home Phone
- Other Phone
- Fax
- Website
- Street (Business)
- City (Business)
- ZIP / Postal Code (Business)
- State (Business)
- Country (Business)
- Street (Home)
- City (Home)
- ZIP / Postal Code (Home)
- State (Home)
- Country (Home)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- State (Other)
- Country (Other)
- Priority
- Type
- Status
- Note
- GUID
Action
Write

- Subject
- Company
- Contact Person
- Project
- Deals
- Marketing Campaign
- Owner
- Start Time
- End Time
- Priority
- System
- GDPR Relevant
- Phone
- Type
- Status
- Note
- GUID
Action
Write
- Subject
  Required
- Company
- Contact Person
- Project
- Deal
- Marketing
- Delegator
  Required
- Solver
  Required
- Start Date
- Due Date
- Reminder
- Reminder Set
- Completed Date
- Completed
- Completed (%)
- Priority
- Total Work
- Actual Work
- Type
- Status
- Note
- GUID
Action
Write

- GUID
- Title
- First Name
- Middle Name
- Last Name
- Suffix
- Job Title
- Company (Relation)
- Department
- Email 1
- Email 2
- Email 3
- Email Opt Out
- Mobile Phone
- Business Phone
- Business Phone 2
- Home Phone
- Other Phone
- Fax
- Website
- Street (Business)
- City (Business)
- ZIP / Postal Code (Business)
- State (Business)
- Country (Business)
- Street (Home)
- City (Home)
- ZIP / Postal Code (Home)
- State (Home)
- Country (Home)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- State (Other)
- Country (Other)
- Priority
- Type
- Status
- Note
Action
Search
- GUID
- Subject
- Company
- Contact Person
- Project
- Deals
- Marketing Campaign
- Owner
- Start Time
- End Time
- Priority
- System
- GDPR Relevant
- Phone
- Type
- Status
Action
Search
- GUID
- Subject
- Company
- Contact Person
- Project
- Deal
- Marketing
- Delegator
- Solver
- Start Date
- Due Date
- Reminder
- Reminder Set
- Completed Date
- Completed (%)
- Priority
- Total Work
- Actual Work
- Status
- Type
- Note
Action
Search

New or Updated Company
Triggers when scheduled and returns a new or updated company in eWay-CRM.
Trigger
Polling
Try It
New or Updated Deal
Triggers when scheduled and returns a new or updated deal in eWay-CRM.
Trigger
Polling
Try It
New or Updated Project
Triggers when scheduled and returns a new or updated project in eWay-CRM.
Trigger
Polling
Try It
- Name
- Department
- Business Phone
- Mobile Phone
- Fax
- Email
- Email Opt Out
- Website
- EIN / ID
- VAT Number
- Street (Billing)
- City (Billing)
- ZIP / Postal Code (Billing)
- State (Billing)
- Country (Billing)
- Street (Physical)
- City (Physical)
- ZIP / Postal Code (Physical)
- State (Physical)
- Country (Physical)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- State (Other)
- Country (Other)
- Priority
- Referral Source
- Industry
- Customer
- Vendor
- Competitor
- Bank Account No.
- Gross Sales
- Employees
- Type
- Status
- Note
- GUID
Action
Write
- Name
- Company (Relation)
- Company (Text)
- Contact Person (Relation)
- Contact Person (Text)
- Date Received
- Email
- Email Opt Out
- Phone
- Street
- City
- ZIP / Postal Code
- State
- Country
- Estimated Revenue
- Currency
- Probability
- Estimated Close Date
- Referral Source
- Marketing Campaign
- Type
- Status
- Note
- GUID
Action
Write
- Name
- Company
- Contact Person
- Project Manager
- Start Date
- Estimated End Date
- End Date
- Estimated Revenue
- Actual Revenue
- Currency
- Estimated Hours
- Actual Hours
- Estimated People Costs
- Actual People Costs
- Estimated Other Costs
- Actual Other Costs
- Referral Source
- Invoice Date
- Payment Terms
- Date Payment Received
- Payment Type
- Quantity
- Price Per Unit
- Type
- Status
- Note
- GUID
Action
Write
- GUID
- Name
- Department
- Business Phone
- Mobile Phone
- Fax
- Email
- Email Opt Out
- Website
- EIN / ID
- VAT Number
- Street (Billing)
- City (Billing)
- ZIP / Postal Code (Billing)
- State (Billing)
- Country (Billing)
- Street (Physical)
- City (Physical)
- ZIP / Postal Code (Physical)
- State (Physical)
- Country (Physical)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- Priority
- Referral Source
- Industry
- Customer
- Vendor
- Competitor
- Bank Account No.
- Gross Sales
- Employees
- Type
- Status
- Note
Action
Search
- GUID
- Name
- Company (Relation)
- Contact Person (Relation)
- Date Received
- Email
- Email Opt Out
- Phone
- Street
- City
- ZIP / Postal Code
- State
- Country
- Estimated Revenue
- Currency
- Probability
- Estimated End
- Referral Source
- Marketing Campaign
- Status
- Type
- Note
Action
Search
- GUID
- Name
- Company
- Contact Person
- Project Manager
- Start Date
- Estimated End Date
- End Date
- Estimated Revenu
- Actual Revenue
- Currency
- Estimated Hours
- Actual Hours
- Estimated People Costs
- Actual People Costs
- Estimated Other Costs
- Actual Other Costs
- Referral Source
- Invoice Date
- Payment Terms
- Date Payment Received
- Payment Type
- Quantity
- Price Per Unit
- Status
- Type
- Note
Action
Search
- Drop-Down Menu
  Required
- Value (in English)
- ItemGUID
Action
Search

For AI agents & developers

Use Plaud and eWay-CRM with AI agents and code

Beyond Zap workflows. Call Plaud and eWay-CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Plaud and eWay-CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Save a Company

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Plaud and eWay-CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* plaud / eway-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Plaud and eWay-CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Plaud to eWay-CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Plaud

Plaud is an AI voice recorder and transcription tool that enhances productivity by optimizing speech-to-text conversion and summarizing conversations.

HelpHelp

Related categories

AI Assistants

About eWay-CRM

eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Plaud and eWay-CRM to power AI-driven automation

Launch your first automated workflow

Save new Plaud transcripts and summaries as contacts in eWay-CRM when they're ready

Save new Plaud transcripts and summaries as contacts in eWay-CRM when they're ready

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Plaud and eWay-CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Plaud and eWay-CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Plaud to eWay-CRM on the world's largest no-code automation platform