Connect Extracta.ai and LeadConnector to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Extracta.ai
Choose an Action
Automatically do this!
Create Task
Add Tags To Contact
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Note
Create Tag
Update Tag
Search Tag
Get Calendar Free Slots
Search Calendar
Create Calendar Group
Create Appointment
Add Lead to Workflow
Remove Lead from Workflow
Add Contact Note
List Campaigns
Create Conversation
Search Conversation
Create Business
Get Conversation Messages
List Forms
Get Link
List Surveys
List White-label Integration Providers
List Payment Orders
List Transactions
List Subscriptions
Search Coupon
Retrieve Provider Config
Get Product Details
Search Custom Object
Create Link
Create White-label Integration Provider
Create Coupon
Create New Integration
Create Custom Object
Get Calendar Group
Search Appointment
Search Business
Create AI Agent
Search AI Agent
Enable Integrations or automations with these events of Extracta.ai and LeadConnector
Enable Integrations or automations with these events of Extracta.ai and LeadConnector
Actions
Create extraction
Create a new extraction that pulls the specified data fields from your documents.
Update extraction
Update an extraction's name, description, language, processing options, or the data it extracts.
View extraction
Retrieve details for a specific extraction, including its name, language, options, status, and fields.
Delete extraction
Permanently deletes an entire extraction, a specific batch, or a single file inside a batch.
Create Task
Creates a new task.
Add Tags To Contact
Add one or more tags to a specific contact in LeadConnector.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Extracta.ai and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in Extracta.ai triggers actions in LeadConnector (or vice versa).
Absolutely. You can customize how Extracta.ai data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.
The data sync between Extracta.ai and LeadConnector typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Extracta.ai and LeadConnector. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Extracta.ai
Extracta.ai is a cutting-edge AI tool designed to streamline data extraction processes. It leverages advanced machine learning algorithms to efficiently extract, process, and analyze data from various sources, making it an invaluable asset for businesses looking to enhance their data-driven decision-making capabilities.
Learn MoreAbout LeadConnector
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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