Connect Extracta.ai and Sellsy to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created.

New Opportunity

New Opportunity

Triggers when a new opportunity is Created.

New Company

New Company

Triggers when a new company (client or prospect) is created.

New Task

New Task

Triggers when a new task is created.

Deleted Task

Deleted Task

Triggers when a task is deleted.

Updated Company

Updated Company

Triggers when a company (client or prospect) is updated.

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 Sellsy?

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

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

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

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

The data sync between Extracta.ai and Sellsy 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 Sellsy?

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 Sellsy?

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

About Sellsy

Sellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.

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