Plaud + RAYNET CRM

Plaud + RAYNET CRM integrations

Create new RAYNET CRM meeting activities when transcripts & summaries are ready in Plaud

Every time a new transcript and summary are prepared in the Plaud app, this workflow instantly updates RAYNET CRM with new meeting activity. This seamless integration between Plaud and RAYNET CRM not only keeps your records up-to-date but can also help you track your discussions and action points more efficiently. No longer will you have to worry about manually updating your CRM after every meeting, allowing you to focus more on the important tasks at hand.

When this happens...
Transcript & Summary ReadyTriggers when an audio file submission for transcription summary, re-transcription, or re-summary is completed.
TriggerInstant
automatically do this!
New Activity - MeetingCreating new Meeting.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Plaud and RAYNET CRM

Discover other triggers and actions you can use with Plaud and RAYNET CRM

- Minimum Recording Length (mins)
- Format for Transcript & Summary
Trigger
Instant
Try It
- id
  Required
- Name
- Rating
- Status
- Relation
- Individual person
- Last name of individual
- First name of individual
- Title before the name of the individual
- Title after the name of the individual
- Salutation
- Security Level
- companyClassification1
- companyClassification2
- companyClassification3
- Owner
- Category
- Contact source
- Employees number
- Legal form
- Payment term
- Turnover
- Economy activity
- ID no.
- Tax ID no.
- VAT ID no. For Slovak accounts
- Bank account
- Data box
- Reference number
- VAT payer
- Birthday/Anniversary
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Note to account
Action
Write
- Entity Type
  Required
- Entity ID
  Required
- Link
- Link name
- File
- File name
Action
Write
- Deal ID
  Required
Action
Write
- Deal ID
  Required
- Participant ID
  Required
Action
Write

- Deal ID
  Required
Action
Write
- Deal ID
  Required
- Account ID
- Contact ID
- Participation category ID
- Note
Action
Write

- Deal ID
  Required
Action
Write
- Account ID
  Required
- Tag
  Required
Action
Write
- Account ID
  Required
- Address ID
  Required
Action
Write
- Account ID
  Required
Action
Write
- Account ID
  Required
Action
Write
- Id
  Required
- Title before
- Name
- Last name
- Title after
- Security Level
- Owner
- Category
- Classification 1
- Classification 2
- Classification 3
- Salutation
- Birthday
- Language
- MaritalStatus
- Gender
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Street
- City
- Region
- ZIP code
- Country code
- Note to contact.
- Key Person
Action
Write
- Id
  Required
- Name
- BusinessCasePhase
- Security Level
- Owner
- Account
- Contact
- Project
- Final Price
- Estimated costs
- Probability
- Open from
- Closed
- Note
- Currency
- Exchange rate
- Category
- Source
- BusinessCaseClassification1
- BusinessCaseClassification2
- BusinessCaseClassification3
- Tags
- Id
- Name
- Product code
- Price list
- Selling price
- Tax rate
- Quantity
- Unit
- Discount [%]
- Note
Action
Write
- Id
  Required
- File UUID
- File name
- File type
- File size in bytes
- Link
- Link name
- Status
- Security Level
- Category
- Template
- Valid from
- Valid until
- Location
Action
Write
- Document ID
  Required
Action
Write
- Document ID
  Required
Action
Write
- Document ID
  Required
Action
Write
- Subject
  Required
- Priority
  Required
- Category
- Owner
  Required
- Contact
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Email content
- Tags
Action
Write
- Email ID
  Required
Action
Write
- Id
  Required
- Subject
- Priority
- Status
- Category
- Private Activity
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Event info
- Tags
- Id
- Participant Owner
- Activity direction
- Contact
- Account
- Lead
- Location
Action
Write
- Event ID
  Required
Action
Write
- Event ID
  Required
Action
Write
- Invoice ID
  Required
- Code
- Account ID
- Security Level
- Title
- Constant symbol
- Specific symbol
- Variable symbol
- Currency
- Exchange rate
- Due date [YYYY-MM-DD]
- Issue date [YYYY-MM-DD]
- Payment date [YYYY-MM-DD]
- Invoice type
- Invoice state
- Payment type
- Taxable supply date [YYYY-MM-DD]
- Owner
- Tax payer
- Deal ID
- Sales order ID
- Note for the receiver
- Internal note
- Reason for correction
- Vendor - Account name
- Vendor ID no.
- Vendor tax ID no.
- Vendor VAT ID no.
- Vendor Street
- Vendor City
- Vendor Region
- Vendor ZIP code
- Vendor Country code
- Vendor email
- Vendor phone number
- Vendor website
- Vendor bank account number
- Vendor IBAN
- Vendor SWIFT
- Vendor recorded in register
- Customer name
- Customer ID no.
- Customer tax ID no.
- Customer VAT ID no.
- Customer Street
- Customer City
- Customer Region
- Customer ZIP code
- Customer Country code
- Invoice category
- Flag for carrying over tax responsibility
- Advance is a tax move
- Link to other invoice (ID)
- Number of decimal places
- Rounded balance
- Discount in selected currency
- Discount [%]
- Total without VAT
- Total with VAT
- VAT
- Item name
- Price
- Tax rate
- Amount
- Unit
- Discount [%]
- Total price with VAT
- Item's sequence number
- Payment ID
- Date of payment (YYYY-MM-DD)
- Paid amount
- Tag
Action
Write
- Invoice ID
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- Topic
  Required
- Priority
  Required
- Company name
- ID no.
- Name
- Last name
- Title before
- Title after
- Security Level
- Owner
- Contact source
- Category
- Note to lead
- Lead status
- Tags
- Street
- City
- Region
- ZIP code
- Country code
- Latitude
- Longitude
- Territory
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Notification Text
- Notification email addresses
Action
Write
- Lead ID
  Required
Action
Write
- Id
  Required
- Subject
- Priority
- Status
- Category
- Private Activity
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Content of the letter
- Tags
- Id
- Participant Owner
- Activity direction
- Contact
- Account
- Lead
Action
Write
- Letter ID
  Required
Action
Write
- Letter ID
  Required
Action
Write
- Name
  Required
- Sent out
- Description
- Tags
- Campaign name
- Source
  Required
- External ID
  Required
- Link to campaign results
- Campaign detail link
- Sent
- Clicked
- Opened
- Unsubscribed
Action
Write
- Id
  Required
- Subject
- Priority
- Status
- Category
- Private Activity
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Questions to discuss
- Tags
- Id
- Participant Owner
- Activity direction
- Contact
- Account
- Lead
- Meeting outcome
- Location
Action
Write
- Meeting ID
  Required
Action
Write
- Meeting ID
  Required
Action
Write
- Quote ID
  Required
Action
Write
- Quote ID
  Required
Action
Write
- Quote ID
  Required
- Item ID
  Required
- Name
- Selling price
- Tax
- Quantity
- Discount [%]
- Cost per piece
- Unit
- Note
Action
Write
- Quote ID
  Required
Action
Write
- Title before
- Name
- Last name
  Required
- Title after
- Security Level
- Owner
- Category
- Classification 1
- Classification 2
- Classification 3
- Salutation
- Birthday
- Language
- MaritalStatus
- Gender
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Street
- City
- Region
- ZIP code
- Country code
- Note to contact.
- Relationship Account record ID
- Relationship Account address ID
- Relationship note
- Relationship job title
- Tags
- Key Person
Action
Write
- Contact ID
  Required
- Tag
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Subject
  Required
- Priority
  Required
- Category
- Owner
  Required
- Contact
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Call description
- Tags
- Phone call outcome
Action
Write
- Call ID
  Required
Action
Write
- Id
  Required
- Name
- Security Level
- Owner
- Code
- Currency
- Category
- Open from
- Closed
- Note
Action
Write
- Price List ID
  Required
Action
Write
- Price List ID
  Required
Action
Write
- Code
  Required
- Name
  Required
- Unit
- Description
- VAT rate
- Category
- Product line
- Cost
- Standard price
- Tags
Action
Write
- Product ID
  Required
Action
Write
- Id
  Required
- Subject
- Status
- Security Level
- Owner
- Account
- Contact
- Final Price
- Average value
- Minimum value
- Maximum value
- Open from
- Closed
- Scheduled Completion
- Note
- Category
- Tags
Action
Write
- Project ID
  Required
Action
Write
- Project ID
  Required
Action
Write
- Project ID
  Required
- Account ID
- Contact ID
- Participation category ID
- Note
Action
Write
- Project ID
  Required
Action
Write
- Subject
  Required
- Security Level
- Owner
- Account
  Required
- Contact
- Deal
  Required
- Final Price
- Estimated costs
- Open from
- Closed
- Valid to
- Note
- Category
- Status
Action
Write
- Quote ID
  Required
- Product code
- Product ID
- Price list ID
- Name
- Selling price
- Tax
- Quantity
- Discount [%]
- Cost per piece
- Unit
- Note
Action
Write
- Sales Order ID
  Required
Action
Write
- Sales Order ID
  Required
Action
Write
- Sales Order ID
  Required
- Item ID
  Required
- Name
- Selling price
- Tax
- Quantity
- Discount [%]
- Cost per piece
- Unit
- Note
Action
Write
- Sales Order ID
  Required
Action
Write
- Subject
  Required
- Priority
  Required
- Category
- Owner
  Required
- Contact
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Task description
- Tags
- Resolver
  Required
- Deadline
  Required
- Task solution
Action
Write
- Task ID
  Required
Action
Write
- Id
  Required
Action
Search
- Deal ID
  Required
- Limit
  Required
- Sort column
- Sort direction
- View
- Note
- Account ID
- Account name
- Contact ID
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
Action
Search
- Path
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Title
- Code
- Company
- Owner
- Business Case
- Issue Date (YYYY-MM-DD)
- Invoice Type
- Taxable Supply Date (YYYY-MM-DD)
- Due Date (YYYY-MM-DD)
- Payment Date (YYYY-MM-DD)
- Variable Symbol
- Specific Symbol
- Constant Symbol
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- ID
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Code
- CompanyName
- LastName
- Email
- Email 2
- ID number
- Owner
- Lead date (greater than)
- Lead date (lower than)
- Status
- Lead phase
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- GDPR template
- Without GDPR
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Title
- Filtering mass emails by date sent (greater than)
- Filtering mass emails by date sent (lower than)
- Campaign name
- Source
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Code
- Name
- Account
- Status
- Category
- Owner
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Code
- Name
- Account
- Contact
- BusinessCase
- Owner
- Expiration date (greater than)
- Expiration date (lower than)
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Status group
- Status
- Contains product
- Product category
- Product line
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Code
- Name
- Account
- Contact
- BusinessCase
- Owner
- Expiration date (greater than)
- Expiration date (lower than)
- Delivery date (greater than)
- Delivery date (lower than)
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Status group
- Status
- Contains product
- Product category
- Product line
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Deadline (greater than)
- Deadline (lower than)
Action
Search
- Deal ID
  Required
- Limit
  Required
- Sort column
- Sort direction
- View
- Note
- Account ID
- Account name
- Contact ID
- Participation category ID
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
  Required
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Priority
  Required
- Category
- Owner
  Required
- Contact
- Account
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Email content
Action
Search or write
- Path
- Name
  Required
- Parent folder
- Category
- Security Level
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Code
- Company name
- Last name
- Email
- Email 2
- ID no.
- Owner
- Lead date (greater than)
- Lead date (lower than)
- Status
- Lead status
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- GDPR template
- Without GDPR
- Topic
  Required
- Priority
  Required
- Name
- Title before
- Title after
- Security Level
- Contact source
- Category
- Note to lead
- Street
- City
- Region
- ZIP code
- Country code
- Latitude
- Longitude
- Territory
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Notification Text
- Notification email addresses
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Name
  Required
- Filtering mass emails by date sent (greater than)
- Filtering mass emails by date sent (lower than)
- Campaign name
- Source
  Required
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Sent out
- Description
- External ID
  Required
- Link to campaign results
- Campaign detail link
- Sent
- Clicked
- Opened
- Unsubscribed
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Name
- Last name
  Required
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Owner
- Relationship Account name
- Relationship Account Id
- Relationship Contact Id
- User account Id
- Email
- Email
- GDPR template
- Without GDPR
- Title before
- Title after
- Security Level
- Category
- Classification 1
- Classification 2
- Classification 3
- Salutation
- Birthday
- Language
- MaritalStatus
- Gender
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Street
- City
- Region
- ZIP code
- Country code
- Note to contact.
- Relationship Account record ID
- Relationship Account address ID
- Relationship note
- Relationship job title
- Key Person
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Code
  Required
- Primary
- Currency
  Required
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Name
  Required
- Security Level
- Owner
- Category
- Open from
  Required
- Closed
  Required
- Note
Action
Search or write
- Project ID
  Required
- Limit
  Required
- Sort column
- Sort direction
- View
- Note
- Account ID
- Account name
- Contact ID
- Participation category ID
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Code
- Subject
  Required
- Account
  Required
- Contact
- Deal
  Required
- Owner
- Expiration date (greater than)
- Expiration date (lower than)
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Status group
- Status
- Contains product
- Product category
- Product line
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Security Level
- Final Price
- Estimated costs
- Open from
- Closed
- Valid to
- Note
- Category
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
  Required
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Deadline (greater than)
- Deadline (lower than)
- Priority
  Required
- Category
- Owner
  Required
- Contact
- Account
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Task description
- Resolver
  Required
- Deadline
  Required
- Task solution
Action
Search or write

Notifications About Changes.
Triggers when record is added/changed/deleted.
Trigger
Instant
Try It
- Name
  Required
- Rating
  Required
- Status
  Required
- Relation
  Required
- Individual person
- Last name of individual
- First name of individual
- Title before the name of the individual
- Title after the name of the individual
- Salutation
- Security Level
- Tags
- Address name
- Street
- City
- Region
- ZIP code
- Country code
- Latitude
- Longitude
- Territory
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Classification 1
- Classification 2
- Classification 3
- Owner
- Category
- Contact source
- Employees number
- Legal form
- Payment term
- Turnover
- Economy activity
- ID no.
- Tax ID no.
- VAT ID no. For Slovak accounts
- Bank account
- Data box
- Reference number
- VAT payer
- Birthday/Anniversary
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Note to account.
Action
Write
- Deal ID
  Required
- Product code
- Product ID
- Price list ID
- Name
- Selling price
- Tax
- Quantity
- Discount [%]
- Cost per piece
- Unit
- Note
Action
Write
- Deal ID
  Required
- Item ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Deal ID
  Required
- Item ID
  Required
- Name
- Selling price
- Tax
- Quantity
- Discount [%]
- Cost per piece
- Unit
- Note
Action
Write
- Deal ID
  Required
Action
Write
- Account ID
  Required
- Address Name
  Required
- Street
- City
- Region
- ZIP code
- Country code
- Latitude
- Longitude
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Territory
Action
Write
- Account ID
  Required
Action
Write
- Account ID
  Required
- Tag
  Required
Action
Write
- Account ID
  Required
Action
Write
- Account ID
  Required
Action
Write
- Entity Type
  Required
- Entity ID
  Required
- Link
- Link name
- File
- File name
Action
Write
- Subject
  Required
- Security Level
- Owner
- Account
  Required
- Contact
- Project
- Final Price
- Estimated costs
- Probability
- Open from
- Note
- Currency
- Exchange rate
- Category
- Source
- BusinessCaseClassification1
- BusinessCaseClassification2
- BusinessCaseClassification3
- BusinessCasePhase
- Tags
Action
Write
- Link
- Link name
- File
- File name
- Status
- Security Level
- Category
- Template
- Valid from
- Valid until
- Location
  Required
Action
Write
- Document ID
  Required
Action
Write
- Document ID
  Required
Action
Write
- Id
  Required
- Subject
- Priority
- Status
- Category
- Private Activity
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Email content
- Tags
- Id
- Participant Owner
- Activity direction
- Contact
- Account
- Lead
Action
Write
- Email ID
  Required
Action
Write
- Email ID
  Required
Action
Write
- Subject
  Required
- Priority
  Required
- Category
- Owner
  Required
- Contact
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Event info
- Tags
Action
Write
- Event ID
  Required
Action
Write
- Name
  Required
- Parent folder
- Category
- Security Level
Action
Write
- Code
  Required
- Account ID
  Required
- Security Level
- Title
- Constant symbol
- Specific symbol
- Variable symbol
- Currency
  Required
- Exchange rate
- Due date [YYYY-MM-DD]
  Required
- Issue date [YYYY-MM-DD]
  Required
- Payment date [YYYY-MM-DD]
- Invoice type
  Required
- Invoice state
  Required
- Payment type
  Required
- Taxable supply date [YYYY-MM-DD]
  Required
- Owner
- Tax payer
  Required
- Deal ID
- Sales order ID
- Note for the receiver
- Internal note
- Reason for correction
- Vendor - Account name
- Vendor ID no.
- Vendor tax ID no.
- Vendor VAT ID no.
- Vendor Street
  Required
- Vendor City
  Required
- Vendor Region
  Required
- Vendor ZIP code
  Required
- Vendor Country code
  Required
- Vendor email
- Vendor phone number
- Vendor website
- Vendor bank account number
- Vendor IBAN
- Vendor SWIFT
- Vendor recorded in register
- Customer name
  Required
- Customer ID no.
- Customer tax ID no.
- Customer VAT ID no.
- Customer Street
  Required
- Customer City
  Required
- Customer Region
  Required
- Customer ZIP code
  Required
- Customer Country code
  Required
- Invoice category
- Flag for carrying over tax responsibility
- Advance is a tax move
- Link to other invoice (ID)
- Number of decimal places
- Rounded balance
- Discount in selected currency
- Discount [%]
- Total without VAT
- Total with VAT
- VAT
- Item name
- Price
- Tax rate
- Amount
- Unit
- Discount [%]
- Total price with VAT
- Item's sequence number
- Date of payment (YYYY-MM-DD)
- Paid amount
- Tag
Action
Write
- Invoice ID
  Required
Action
Write
- Id
  Required
- Topic
- Priority
- Lead status
- Company name
- ID no.
- Name
- Last name
- Title before
- Title after
- Security Level
- Owner
- Contact source
- Category
- Note to lead
- Tags
- Street
- City
- Region
- ZIP code
- Country code
- Latitude
- Longitude
- Territory
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
Action
Write
- Lead ID
  Required
Action
Write
- Lead ID
  Required
Action
Write
- Subject
  Required
- Priority
  Required
- Category
- Owner
  Required
- Contact
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Content of the letter
- Tags
Action
Write
- Letter ID
  Required
Action
Write
- Id
  Required
- Name
- Sent out
- Description
- Tags
- Campaign name
- Source
- External ID
- Link to campaign results
- Campaign detail link
- Sent
- Clicked
- Opened
- Unsubscribed
Action
Write
- Mass Email ID
  Required
Action
Write
- Subject
  Required
- Priority
  Required
- Category
- Owner
  Required
- Contact
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Questions to discuss
- Tags
- Meeting outcome
Action
Write
- Meeting ID
  Required
Action
Write
- Quote ID
  Required
- Product code
- Product ID
- Price list ID
- Name
- Selling price
- Tax
- Quantity
- Discount [%]
- Cost per piece
- Unit
- Note
Action
Write
- Quote ID
  Required
- Item ID
  Required
Action
Write
- Quote ID
  Required
Action
Write
- Quote ID
  Required
Action
Write
- Contact ID
  Required
- Tag
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Id
  Required
- Subject
- Priority
- Status
- Category
- Private Activity
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Call description
- Tags
- Id
- Participant Owner
- Activity direction
- Contact
- Account
- Lead
- Phone call outcome
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Name
  Required
- Security Level
- Owner
- Code
  Required
- Currency
  Required
- Category
- Open from
  Required
- Closed
  Required
- Note
Action
Write
- Price List ID
  Required
Action
Write
- Id
  Required
- Name
- Unit
- Description
- VAT rate
- Category
- Product line
- Cost
- Standard price
- Tags
Action
Write
- Product ID
  Required
Action
Write
- Product ID
  Required
Action
Write
- Subject
  Required
- Security Level
- Owner
- Account
  Required
- Contact
- Final Price
- Average value
- Minimum value
- Maximum value
- Open from
- Closed
- Scheduled Completion
- Note
- Category
- Status
- Tags
Action
Write
- Project ID
  Required
- Participant ID
  Required
Action
Write
- Project ID
  Required
Action
Write
- Project ID
  Required
Action
Write
- Id
  Required
- Subject
- Security Level
- Owner
- Account
- Contact
- Deal
- Final Price
- Estimated costs
- Open from
- Closed
- Valid to
- Note
- Category
- Id
- Name
- Product code
- Price list
- Selling price
- Tax rate
- Quantity
- Unit
- Discount [%]
- Note
Action
Write
- Id
  Required
- Subject
- Security Level
- Owner
- Account
- Contact
- Deal
- Quote
- Final Price
- Status
- Estimated costs
- Open from
- Closed
- Valid to
- Delivery date
- Note
- Category
- Shipping address name
- Shipping Street
- Shipping City
- Shipping Region
- Shipping ZIP code
- Shipping Country code
- Shipping Latitude
- Shipping Longitude
- Billing address name
- Billing Street
- Billing City
- Billing Region
- Billing ZIP code
- Billing Country code
- Billing Latitude
- Billing Longitude
- Id
- Name
- Product code
- Price list
- Selling price
- Tax rate
- Quantity
- Unit
- Discount [%]
- Note
Action
Write
- Subject
  Required
- Security Level
- Owner
- Account
  Required
- Contact
- Deal
  Required
- Quote
  Required
- Final Price
- Estimated costs
- Open from
- Closed
- Valid to
- Delivery date
- Note
- Category
- Status
- Shipping address name
- Shipping Street
- Shipping City
- Shipping Region
- Shipping ZIP code
- Shipping Country code
- Shipping Latitude
- Shipping Longitude
- Billing address name
- Billing Street
- Billing City
- Billing Region
- Billing ZIP code
- Billing Country code
- Billing Latitude
- Billing Longitude
Action
Write
- Sales Order ID
  Required
- Item ID
  Required
Action
Write
- Sales Order ID
  Required
Action
Write
- Sales Order ID
  Required
Action
Write
- Id
  Required
- Subject
- Priority
- Status
- Category
- Private Activity
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Task description
- Tags
- Id
- Participant Owner
- Activity direction
- Contact
- Account
- Lead
- Contact
- Deadline
- Task solution
Action
Write
- Task ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Name
- LastName
- Person
- ID number
- Owner
- Rating
- Status
- Relation
- Classification 1
- Classification 2
- Classification 3
- Category
- Economy activity
- Primary address email
- Primary address email 2
- GDPR template
- Without GDPR
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
Action
Search
- Id
  Required
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Code
- Name
- Account
- Project
- Category
- Owner
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Estimated closing date (greater than)
- Estimated closing date (lower than)
- Status
- BusinessCasePhase
- BusinessCaseType
- Contains product
- Product category
- Product line
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
- FileType
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- First name
- Last name
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Owner
- Relationship Account name
- Relationship Account Id
- Relationship Contact Id
- User account Id
- Email
- Email
- GDPR template
- Without GDPR
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Code
- Primary
- Currency
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Name
- Unit
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
Action
Search
- Project ID
  Required
- Limit
  Required
- Sort column
- Sort direction
- View
- Note
- Account ID
- Account name
- Contact ID
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Name
  Required
- Last name of individual
- Individual person
- ID no.
- Owner
- Rating
  Required
- Status
  Required
- Relation
  Required
- Classification 1
- Classification 2
- Classification 3
- Category
- Economy activity
- Primary address email
- Primary address email 2
- GDPR template
- Without GDPR
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- First name of individual
- Title before the name of the individual
- Title after the name of the individual
- Salutation
- Security Level
- Address name
- Street
- City
- Region
- ZIP code
- Country code
- Latitude
- Longitude
- Territory
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Contact source
- Employees number
- Legal form
- Payment term
- Turnover
- Tax ID no.
- VAT ID no. For Slovak accounts
- Bank account
- Data box
- Reference number
- VAT payer
- Birthday/Anniversary
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Note to account.
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Code
- Subject
  Required
- Account
  Required
- Project
- Category
- Owner
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Estimated closing date (greater than)
- Estimated closing date (lower than)
- Status
- BusinessCasePhase
- BusinessCaseType
- Contains product
- Product category
- Product line
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Security Level
- Contact
- Final Price
- Estimated costs
- Probability
- Open from
- Note
- Currency
- Exchange rate
- Source
- BusinessCaseClassification1
- BusinessCaseClassification2
- BusinessCaseClassification3
- Tags
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
  Required
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Priority
  Required
- Category
- Owner
  Required
- Contact
- Account
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Event info
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Title
- Code
  Required
- Account ID
  Required
- Owner
- Deal ID
- Issue date [YYYY-MM-DD]
  Required
- Invoice type
  Required
- Taxable supply date [YYYY-MM-DD]
  Required
- Due date [YYYY-MM-DD]
  Required
- Payment date [YYYY-MM-DD]
- Variable symbol
- Specific symbol
- Constant symbol
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- ID
- Security Level
- Currency
  Required
- Exchange rate
- Invoice state
  Required
- Payment type
  Required
- Tax payer
  Required
- Sales order ID
- Note for the receiver
- Internal note
- Reason for correction
- Vendor - Account name
- Vendor ID no.
- Vendor tax ID no.
- Vendor VAT ID no.
- Vendor Street
  Required
- Vendor City
  Required
- Vendor Region
  Required
- Vendor ZIP code
  Required
- Vendor Country code
  Required
- Vendor email
- Vendor phone number
- Vendor website
- Vendor bank account number
- Vendor IBAN
- Vendor SWIFT
- Vendor recorded in register
- Customer name
  Required
- Customer ID no.
- Customer tax ID no.
- Customer VAT ID no.
- Customer Street
  Required
- Customer City
  Required
- Customer Region
  Required
- Customer ZIP code
  Required
- Customer Country code
  Required
- Invoice category
- Flag for carrying over tax responsibility
- Advance is a tax move
- Link to other invoice (ID)
- Number of decimal places
- Rounded balance
- Discount in selected currency
- Discount [%]
- Total without VAT
- Total with VAT
- VAT
- Item name
- Price
- Tax rate
- Amount
- Unit
- Discount [%]
- Total price with VAT
- Item's sequence number
- Date of payment (YYYY-MM-DD)
- Paid amount
- Tag
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
  Required
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Priority
  Required
- Category
- Owner
  Required
- Contact
- Account
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Content of the letter
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
  Required
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Priority
  Required
- Category
- Owner
  Required
- Contact
- Account
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Questions to discuss
- Meeting outcome
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
  Required
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Priority
  Required
- Category
- Owner
  Required
- Contact
- Account
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Call description
- Phone call outcome
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Name
  Required
- Unit
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Code
  Required
- Description
- VAT rate
- Category
- Product line
- Cost
- Standard price
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Code
- Subject
  Required
- Account
  Required
- Status
- Category
- Owner
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Security Level
- Contact
- Final Price
- Average value
- Minimum value
- Maximum value
- Open from
- Closed
- Scheduled Completion
- Note
Action
Search or write
- Limit
  Required
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Code
- Subject
  Required
- Account
  Required
- Contact
- Deal
  Required
- Owner
- Expiration date (greater than)
- Expiration date (lower than)
- Delivery date (greater than)
- Delivery date (lower than)
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Status group
- Status
- Contains product
- Product category
- Product line
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Security Level
- Quote
  Required
- Final Price
- Estimated costs
- Open from
- Closed
- Valid to
- Delivery date
- Note
- Category
- Shipping address name
- Shipping Street
- Shipping City
- Shipping Region
- Shipping ZIP code
- Shipping Country code
- Shipping Latitude
- Shipping Longitude
- Billing address name
- Billing Street
- Billing City
- Billing Region
- Billing ZIP code
- Billing Country code
- Billing Latitude
- Billing Longitude
Action
Search or write

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 RAYNET CRM

RAYNET CRM is an online software that helps salespeople and managers record business easily.

HelpHelp

Related categories

CRM (Customer Relationship Management)