Microsoft Dynamics 365 CRM + Plaud
Create new Microsoft Dynamics 365 CRM cases/incidents when transcripts & summaries are ready in PLAUD
When a transcript and summary are ready in the PLAUD app, streamline your workflow by ensuring this information is promptly utilized in Microsoft Dynamics 365 CRM to create a new case or incident. This automation removes manual data transfer, freeing up your time for more essential tasks. With your transcript and summary directly contributing to case creation, you ensure prompt and precise responses to critical situations.
When a transcript and summary are ready in the PLAUD app, streamline your workflow by ensuring this information is promptly utilized in Microsoft Dynamics 365 CRM to create a new case or incident. This automation removes manual data transfer, freeing up your time for more essential tasks. With your transcript and summary directly contributing to case creation, you ensure prompt and precise responses to critical situations.
- When this happens...Transcript & Summary Ready
Triggers when an audio file submission for transcription summary, re-transcription, or re-summary is completed.
- automatically do this!Create Case/Incident
Creates a new case/incident.
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