
When this happens...

Automatically do this!
Create Task
Create Comment on Task
Create Order Comment
Create Comment for Invoice
Create Client
Update Contact
Create Inquiry
Create Payment
Update Task
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when New Task.
Action is the task that follows automatically within your Base64.ai integrations.
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.).
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.).
Create a Task
Create Comment on Task
Add a comment to a specific order.
Use this method to add comments to the invoice's Event Feed.

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To start, connect both your Base64.ai and Orderry accounts to viaSocket. Once connected, you can set up a workflow where an event in Base64.ai triggers actions in Orderry (or vice versa).
Absolutely. You can customize how Base64.ai data is recorded in Orderry. This includes choosing which data fields go into which fields of Orderry, setting up custom formats, and filtering out unwanted information.
The data sync between Base64.ai and Orderry 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 Orderry. 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.