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RAYNET CRM v2
Make AI Toolkit

Connect RAYNET CRM v2 and Make AI Toolkit

Explore ready-made RAYNET CRM v2 and Make AI Toolkit templates and start automating in minutes.

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Create a custom workflow

Integrate RAYNET CRM v2 with Make AI Toolkit and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

RAYNET CRM v2
Trigger: React to webhook
Make AI Toolkit
Action: Select an action
1. Select a trigger

  • Activates when a watched webhook is triggered.

  • Lists all changed or new phone call records since the last call of the module or since a specified date.

  • Lists all changed or new email records since the last call of the module or since a specified date.

  • Lists all changed or new event records since the last call of the module or since a specified date.

  • Lists all changed or new letter records since the last call of the module or since a specified date.

  • Lists all changed or new mass email records since the last call of the module or since a specified date.

  • Lists all changed or new meeting records since the last call of the module or since a specified date.

  • Lists all changed or new task records since the last call of the module or since a specified date.

  • Lists all changed deal records since the last call of the module or since a specified date.

  • Lists all changed price list records since the last call of the module or since a specified date.

  • Lists all changed product records since the last call of the module or since a specified date.

  • Lists all changed project records since the last call of the module or since a specified date.

  • Lists all changed quote records since the last call of the module or since a specified date.

  • Lists all changed sales order records since the last call of the module or since a specified date.

  • Lists all changed account records since the last call of the module or since a specified date.

  • Lists all changed contact records since the last call of the module or since a specified date.

  • Lists all changed lead records since the last call of the module or since a specified date.

2. Select an action

  • Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.

  • Analyzes text and assigns it to categories from a list you define.

  • Splits text into smaller, more manageable pieces. These are known as chunks.

  • Retrieves information that you specify from a text.

  • Detects the language that text is written in.

  • Sends a request for AI to answer. The response will always be in the text format.

  • Adjusts the style and format of text to ensure it’s consistent.

  • Condenses longer text into a shorter summary.

  • Translates text from one language into another.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between RAYNET CRM v2 and Make AI Toolkit.

Account: add address
Adds address to an account. This address will be non-primary.
Action
Account: delete address
Deletes an account address.
Action
Account: modify address
Modifies an account address.
Action
Add deal participant
Adds a participant to a deal - either a contact, or an account.
Search
Add project participant
Adds a participant to a project - either a contact, or an account.
Search
Add tag to account
Adds a tag to an account record.
Action
Add tag to contact
Adds a tag to a contact record.
Action
Analyze sentiment
Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.
Action
Categorize text
Analyzes text and assigns it to categories from a list you define.
Action
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.