Connect Extracta.ai and Cloze
Integrate Extracta.ai with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Extracta.ai + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
Extracta.ai
When this happens...
- Request a new Trigger for Extracta.ai
Choose an action
Cloze
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Create extraction in Extracta.ai when Person Change in Cloze
Use this flowUpdate extraction in Extracta.ai when Person Change in Cloze
Use this flowView Extraction in Extracta.ai when Person Change in Cloze
Use this flowDelete Extraction from Extracta.ai when Person Change in Cloze
Use this flowUpload Files to Extracta.ai when Person Change in Cloze
Use this flowGet Extraction results from Extracta.ai when Person Change in Cloze
Use this flowCreate extraction in Extracta.ai when Company Change in Cloze
Use this flowUpdate extraction in Extracta.ai when Company Change in Cloze
Use this flowView Extraction in Extracta.ai when Company Change in Cloze
Use this flowDelete Extraction from Extracta.ai when Company Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between Extracta.ai and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
Person Change
Triggers when a person is changed.
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
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Do thisActions
Action is the task that follows automatically within your Extracta.ai integrations.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Extracta.ai and Cloze free
No credit card required. Set up your first workflow in minutes.
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.
Learn more
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Extracta.ai and Cloze accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Extracta.ai and Cloze as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cloze. No coding required.
Yes. You can set up a workflow where Extracta.ai triggers actions in Cloze, and a separate workflow where Cloze triggers actions in Extracta.ai. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Extracta.ai and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Extracta.ai and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
