eWay-CRM + Plaud

eWay-CRM + Plaud integrations

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

When a transcript and summary is ready in the Plaud app, keep your eWay-CRM contacts up-to-date with this efficient workflow. It saves every new summary from Plaud as a contact in eWay-CRM, ensuring you always have the latest information at hand. This seamless connection between Plaud and eWay-CRM not only streamlines your processes but also saves you significant time and effort.

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!
Save a ContactCreates a new contact or edits an existing one.
ActionWrite

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More things you can do with Plaud and eWay-CRM

Discover other triggers and actions you can use with Plaud and eWay-CRM

- 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

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.

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CRM (Customer Relationship Management)

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About Plaud

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

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