IntegrationsBase64.aiupilot
Base64.ai + upilot

Connect Base64.ai and upilot to Build Intelligent Automations

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Base64.ai

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upilot

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

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

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 upilot?

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

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

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

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

The data sync between Base64.ai and upilot 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 upilot?

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 upilot?

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

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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