Connect Extracta.ai and OneHash CRM
Integrate Extracta.ai with OneHash CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update extraction in Extracta.ai when New Record in OneHash CRM
View Extraction in Extracta.ai when New Record in OneHash CRM
Delete Extraction from Extracta.ai when New Record in OneHash CRM
Upload Files to Extracta.ai when New Record in OneHash CRM
Get Extraction results from Extracta.ai when New Record in OneHash CRM
Popular Extracta.ai + OneHash CRM 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
OneHash CRM
Automatically do this!
Create new lead
Update lead details
Create a record
Find Or Create Lead
Update extraction in Extracta.ai when New Record in OneHash CRM
Use this flowView Extraction in Extracta.ai when New Record in OneHash CRM
Use this flowDelete Extraction from Extracta.ai when New Record in OneHash CRM
Use this flowUpload Files to Extracta.ai when New Record in OneHash CRM
Use this flowGet Extraction results from Extracta.ai when New Record in OneHash CRM
Use this flowUpdate extraction in Extracta.ai when record is created or updated in OneHash CRM
Use this flowView Extraction in Extracta.ai when record is created or updated in OneHash CRM
Use this flowDelete Extraction from Extracta.ai when record is created or updated in OneHash CRM
Use this flowUpload Files to Extracta.ai when record is created or updated in OneHash CRM
Use this flowGet Extraction results from Extracta.ai when record is created or updated in OneHash CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Extracta.ai and OneHash CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
runs when new record is created
record is created or updated
runs when record is created or updated
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.
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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.
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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 OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Extracta.ai and OneHash CRM 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 OneHash CRM 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 OneHash CRM. No coding required.
Yes. You can set up a workflow where Extracta.ai triggers actions in OneHash CRM, and a separate workflow where OneHash CRM 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 OneHash CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Extracta.ai and OneHash CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
