Connect Base64.ai and Method CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Base64.ai
Choose an Action
Automatically do this!
- Request a new Action for Method CRM
Enable Integrations or automations with these events of Base64.ai and Method CRM
Enable Integrations or automations with these events of Base64.ai and Method CRM
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 Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Base64.ai triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Base64.ai data is recorded in Method CRM. This includes choosing which data fields go into which fields of Method CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Base64.ai and Method CRM 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 Method CRM. 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 Method CRM
Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.
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