Connect Extracta.ai and CRM Connector to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Extracta.ai
Choose an Action
Automatically do this!
- Request a new Action for CRM Connector
Enable Integrations or automations with these events of Extracta.ai and CRM Connector
Enable Integrations or automations with these events of Extracta.ai and CRM Connector
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 CRM Connector accounts to viaSocket. Once connected, you can set up a workflow where an event in Extracta.ai triggers actions in CRM Connector (or vice versa).
Absolutely. You can customize how Extracta.ai data is recorded in CRM Connector. This includes choosing which data fields go into which fields of CRM Connector, setting up custom formats, and filtering out unwanted information.
The data sync between Extracta.ai and CRM Connector 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 CRM Connector. 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.
Learn MoreAbout CRM Connector
CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.
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