Connect Vxt integrations
Capture your firm's phone calls and meetings using Vxt to automatically write detailed file notes and draft client emails. Connecting this phone system to our workflow automation tool lets you sync transcripts with your legal software, track billable minutes, and update records. Register for free today to start turning your voice calls into completed casework.
Vxt
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Triggers and actions
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Vxt
Supercharge your workflow: Integrate Vxt with Make to automate tasks
Connect Vxt to your favorite apps using Make. Instantly sync call transcriptions to your CRM, log billable hours, send Slack alerts, and trigger automatic client follow-ups to save hours of manual work every week.
Automate call logging and transcription syncing
Send your Vxt call recordings and transcriptions directly to your CRM or note-taking apps instantly.
Keep your team in the loop
Send real-time alerts to Slack or Microsoft Teams whenever you receive a new SMS or miss a call.
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Simplify time tracking and billing
Automatically log call durations from Vxt straight into your accounting or time-tracking software.
Trigger instant follow-ups
Automatically send a follow-up email or text to clients immediately after a phone call ends.
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FAQs
How do I get started with Make?
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.
What is a scenario?
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.
What is a module?
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.
What is mapping?
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.