Connect Prospect CRM and Sonix

Both apps 36Prospect CRM 21Sonix 15

• Trigger
  New contact

  Triggers when a new contact is added in Prospect CRM.

• Trigger
  New lead

  Triggers when a new lead is created in Prospect CRM.

• Action
  Add booking

  Creates a booking (a scheduled appointment or reservation) in Prospect CRM.

• Action
  Add contact

  Creates a new contact in Prospect CRM and returns the created contact record.

• Action
  Add enquiry

  Creates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.

• Action
  Add lead

  Creates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.

• Action
  Create Customer

  Creates a customer (company) record in Prospect CRM and returns the new company.

• Action
  Create Entity

  Creates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.

• Action
  Find companies

  Returns the companies in Prospect CRM that match a filter, such as a company name.

• Action
  Find contacts

  Returns the contacts that match a filter, such as an email address or surname.

• Action
  Find Entity

  Finds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.

• Action
  Find leads

  Finds leads in Prospect CRM that match a filter condition and returns the matching lead records.

• Action
  Get company

  Returns a single company record by its ID.

• Action
  Get contact

  Returns a single Prospect CRM contact by its contact ID.

• Action
  List webhook actions

  Returns the webhook event types Prospect CRM can subscribe to.

• Action
  Update company

  Updates an existing company in Prospect CRM, changing only the fields you fill in.

• Action
  Update contact

  Updates an existing contact in Prospect CRM. Only the fields you fill in are changed.

• Action
  Update Entity

  Updates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.

• Action
  Update lead

  Updates an existing lead in Prospect CRM. Only the fields you fill in are changed.

• Action
  Update Opportunity Status

  Changes the status of an opportunity (lead) in Prospect CRM.

• Action
  Update Problem Status

  Updates the status of an existing problem (support case) in Prospect CRM.

• Trigger
  New Transcript

  Triggers when a media file in Sonix finishes transcription.

• Action
  Create Folder

  Creates a folder in the Sonix account.

• Action
  Delete Media

  Deletes a Sonix media file and its transcript.

• Action
  Get Media

  Returns a Sonix media file's details, including its name, language, duration and transcription status.

• Action
  Get Summary

  Returns an AI summary of a transcript and its status.

• Action
  Get Transcript

  Returns a media file's transcript as speaker segments with word timings.

• Action
  Invite User

  Invites a person to the Sonix account with a role.

• Action
  List Folders

  Returns the folders in the Sonix account with their access controls.

• Action
  List Media

  Returns a page of media files in the Sonix account, optionally filtered by status, folder or name.

• Action
  List Users

  Returns the users in the Sonix account with their names, emails and roles.

• Action
  Share Media

  Shares a media file and its transcript with another Sonix user, view-only or editable.

• Action
  Summarize Transcript

  Starts an AI summary of a media file's transcript and returns the summary job's ID and status.

• Action
  Transcribe File

  Submits an audio or video file by URL to Sonix for transcription and returns the new media record.

• Action
  Translate Transcript

  Starts translating a media file's transcript into another language.

• Action
  Update Media

  Renames a Sonix media file, applies a custom label, or moves it to another folder.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.