Connect Base64.ai and Betterment to Build Intelligent Automations

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Base64.ai

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Betterment

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Enable Integrations or automations with these events of Base64.ai and Betterment

Enable Integrations or automations with these events of Base64.ai and Betterment

Actions

Scan a document by URL

Scan a document by URL

Scans a document that is provided by a URL or Hydrate File. File can be an image (jpeg, png etc.), PDF, zip or an office document (.doc, .docx, etc.).

Scan a Document by Bytes

Scan a Document by Bytes

Scans a document that is provided by a string of bytes (e.g. data:image/png;base64,iVBORw0KGgoAAAANSUhEU...). File can be an image (jpeg, png etc.), PDF, zip or an office document (.doc, .docx, etc.).

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Frequently Asked Questions

How do I start an integration between Base64.ai and Betterment?

To start, connect both your Base64.ai and Betterment accounts to viaSocket. Once connected, you can set up a workflow where an event in Base64.ai triggers actions in Betterment (or vice versa).

Can we customize how data from Base64.ai is recorded in Betterment?

Absolutely. You can customize how Base64.ai data is recorded in Betterment. This includes choosing which data fields go into which fields of Betterment, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Base64.ai and Betterment?

The data sync between Base64.ai and Betterment typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Base64.ai to Betterment?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Base64.ai and Betterment?

Yes, you can set conditional logic to control the flow of data between Base64.ai and Betterment. 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.

Base64.ai

About Base64.ai

Base64.ai can extract text, photos, and signatures from all document types

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Betterment

About Betterment

Betterment is a leading online financial advisor and investment platform that provides personalized investment solutions and financial planning services. It offers automated portfolio management, retirement planning, and tax-efficient investing strategies to help individuals achieve their financial goals.

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