Connect Extracta.ai and Cloze to Build Intelligent Automations

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Extracta.ai

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Cloze

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Person Change

Person Change

Triggers when a person is changed.

Company  Change

Company Change

Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.

Project Change

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

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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 Cloze?

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

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

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

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

The data sync between Extracta.ai and Cloze 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 Cloze?

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 Cloze?

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

About Cloze

Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.

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