Connect Extracta.ai and Apptivo CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Extracta.ai and Apptivo CRM
Enable Integrations or automations with these events of Extracta.ai and Apptivo CRM
Actions
Create extraction
Create an extraction that captures specified fields from your documents.
Update extraction
Update an extraction's name, description, language, processing options, and fields.
View Extraction
Retrieve details for a specific extraction, including its name, language, options, status, and fields.
Delete Extraction
Delete an entire extraction, a specific batch, or a single file.
Upload Files
Upload one or more files to an extraction for processing, and optionally add them to an existing batch.
Get Extraction results
Get extraction results and file links for a batch or a specific file.
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Frequently Asked Questions
To start, connect both your Extracta.ai and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Extracta.ai triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Extracta.ai data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Extracta.ai and Apptivo 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 Extracta.ai and Apptivo 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 Extracta.ai
Extracta.ai is a cutting-edge AI tool designed to streamline data extraction processes. It leverages advanced machine learning algorithms to efficiently extract, process, and analyze data from various sources, making it an invaluable asset for businesses looking to enhance their data-driven decision-making capabilities.
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About Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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