Connect exa.ai and RemOnline to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for exa.ai
Choose an Action
Automatically do this!
Create Asset
Change Order Status
Find or Create Asset
Create a Lead
Create a Order
Create a Client
Find or Create Client
Create a Payment
List Tasks
List Inquiry Statuses
List Inquiry Types
List Inquiries
List Estimates
List Order Statuses
List Orders
List Invoice Statuses
List Invoices
List Warehouses
List Postings
List Assets
List Contacts
List Products
List Services
Get Company Settings
Get Locations
List Employees
Get Company Taxes
List Order/Estimate Types
Get Order/Estimate Custom Fields
Add Invoice Comment
Add Lead Comment
Add Order Comment
Add Task Comment
Changing Order Status
Ready to use exa.ai and RemOnline automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Clients List
The list of client you can use in the product.
Clients Update
The list of clients has been updated..
Get Task List
get task list
Get Orders
get the list of orders
Get Updated Orders
get the list of updated orders
New Invoice
list the Invoice
Do thisActions
Action is the task that follows automatically within your exa.ai integrations.
Find similar links
Find similar links to the link provided and optionally return the contents of the pages.
Generate an answer from search results
Get an LLM answer to a question informed by Exa search results. Fully compatible with OpenAI's chat completions.
Create Asset
creates a new Asset
Change Order Status
Changes order status.
Find or Create Asset
Find or create a Asset
Create a Lead
Creates a new lead.
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Frequently Asked Questions
To start, connect both your exa.ai and RemOnline accounts to viaSocket. Once connected, you can set up a workflow where an event in exa.ai triggers actions in RemOnline (or vice versa).
Absolutely. You can customize how exa.ai data is recorded in RemOnline. This includes choosing which data fields go into which fields of RemOnline, setting up custom formats, and filtering out unwanted information.
The data sync between exa.ai and RemOnline 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 exa.ai and RemOnline. 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 exa.ai
Exa.ai is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions for various industries. It offers tools and services that enhance productivity, automate processes, and deliver insights through advanced AI algorithms.
Learn MoreAbout RemOnline
RemOnline is a versatile, web-based platform designed to optimize and simplify various business operations. It provides powerful tools for managing customer relationships, tracking inventory, and overseeing sales processes, making it an ideal solution for businesses across different industries. Whether you're in retail, service-oriented sectors, or any field that requires efficient operations management, RemOnline offers a seamless approach to improving workflow, boosting productivity, and enhancing customer satisfaction. With its user-friendly interface and comprehensive features, the platform enables businesses to manage tasks more effectively and scale their operations with ease.
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