Connect Base64.ai and Clientjoy to Build Intelligent Automations

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Base64.ai

When this happens...

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Clientjoy

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice is created

New Invoice is created

Triggers when a new invoice in created.

New Customer is added

New Customer is added

Triggers when a new customer is added.

New Lead is added

New Lead is added

Triggers when a new lead is added

New Proposal is created

New Proposal is created

Triggers when a new proposal is created.

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Do thisActions

Action is the task that follows automatically within your Base64.ai integrations.

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.).

Get all Workspaces

Get all Workspaces

Get list of all existing workspaces.

List all Owners of a Workspace

List all Owners of a Workspace

Get list of all existing owners of a workspace.

Get all Taxes

Get all Taxes

Get list of all existing taxes in a workspace.

Get all Currencies

Get all Currencies

Get list of all existing currencies in a workspace.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Base64.ai and Clientjoy 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 Clientjoy?

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 Clientjoy?

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

About Clientjoy

Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.

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