Connect Base64.ai and CRM Connector to Build Intelligent Automations
Enable Integrations or automations with these events of Base64.ai and CRM Connector
Enable Integrations or automations with these events of Base64.ai and CRM Connector
Actions
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
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
To start, connect both your Base64.ai and CRM Connector accounts to viaSocket. Once connected, you can set up a workflow where an event in Base64.ai triggers actions in CRM Connector (or vice versa).
Absolutely. You can customize how Base64.ai data is recorded in CRM Connector. This includes choosing which data fields go into which fields of CRM Connector, setting up custom formats, and filtering out unwanted information.
The data sync between Base64.ai and CRM Connector 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 Base64.ai and CRM Connector. 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 CRM Connector
CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.
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