
When this happens...
New Company
New Quotation
New Task
New Expense
New Invoice

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Update extraction
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when New Company created.
Trugger when new Quotation is created.
Trigger when new Task created.
Triggers when a new Expense is created.
This action creates a new invoice.
Action is the task that follows automatically within your Axonaut integrations.
Create a company in Axonaut via API
Create a Quotation
Create an Event
Create Task
Creates a product.
This action creates a new employee.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Axonaut and Extracta.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Axonaut triggers actions in Extracta.ai (or vice versa).
Absolutely. You can customize how Axonaut data is recorded in Extracta.ai. This includes choosing which data fields go into which fields of Extracta.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Axonaut and Extracta.ai 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 Axonaut and Extracta.ai. 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.
Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
Learn MoreExtracta.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.
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