Integrations Extracta.ai Centralstation CRM
Extracta.ai + Centralstation CRM

Connect Extracta.ai and Centralstation CRM to Build Intelligent Automations

Choose a Trigger

Extracta.ai

When this happens...

Choose an Action

Centralstation CRM

Automatically do this!

Ready to use Extracta.ai and Centralstation CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Triggers when a new company is created

New Person

New Person

Triggers when a new person is created

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created

New Deal

New Deal

Triggers when a new deal is created

Deal Updated

Deal Updated

Triggers when a deal is updated

Do thisActions

Action is the task that follows automatically within your Extracta.ai integrations.

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 Centralstation CRM?

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

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

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

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

The data sync between Extracta.ai and Centralstation 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 Centralstation 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 Centralstation CRM?

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

About Centralstation CRM

CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.

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