Connect Extracta.ai and Salesdash CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Extracta.ai and Salesdash CRM
Enable Integrations or automations with these events of Extracta.ai and Salesdash CRM
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 Salesdash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Extracta.ai triggers actions in Salesdash CRM (or vice versa).
Absolutely. You can customize how Extracta.ai data is recorded in Salesdash CRM. This includes choosing which data fields go into which fields of Salesdash CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Extracta.ai and Salesdash CRM 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 Salesdash 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.
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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About Salesdash CRM
Salesdash CRM helps small businesses grow sales with our simple client management software.
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