Connect Extracta.ai and Bmby CRM to Build Intelligent Automations

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Extracta.ai

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Bmby CRM

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Enable Integrations or automations with these events of Extracta.ai and Bmby CRM

Enable Integrations or automations with these events of Extracta.ai and Bmby CRM

Actions

Create extraction

Create extraction

Create an extraction that captures specified fields from your documents.

Update extraction

Update extraction

Update an extraction's name, description, language, processing options, and fields.

View Extraction

View Extraction

Retrieve details for a specific extraction, including its name, language, options, status, and fields.

Delete Extraction

Delete Extraction

Delete an entire extraction, a specific batch, or a single file.

Upload Files

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

Get extraction results and file links for a batch or a specific file.

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Frequently Asked Questions

How do I start an integration between Extracta.ai and Bmby CRM?

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

Can we customize how data from Extracta.ai is recorded in Bmby CRM?

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

How often does the data sync between Extracta.ai and Bmby CRM?

The data sync between Extracta.ai and Bmby CRM 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 Extracta.ai to Bmby CRM?

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 Extracta.ai and Bmby CRM?

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

Extracta.ai

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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Bmby CRM

About Bmby CRM

Bmby is an all-inclusive system for managing all the marketing, sales, customer relations, and customer service.

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