Integrations OneHash CRM Extracta.ai
OneHash CRM + Extracta.ai

Connect OneHash CRM and Extracta.ai to Build Intelligent Automations

Choose a Trigger

OneHash CRM

When this happens...

Choose an Action

Extracta.ai

Automatically do this!

Ready to use OneHash CRM and Extracta.ai automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

runs when new record is created

record is created or updated

record is created or updated

runs when record is created or updated

Request a new Trigger for OneHash CRM

Do thisActions

Action is the task that follows automatically within your OneHash CRM integrations.

Create new lead

Create new lead

Create a new lead in OneHash CRM

Update lead details

Update lead details

Update a lead's details in OneHash CRM.

Create a record

Create a record

Create a record in OneHash CRM.

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.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between OneHash CRM and Extracta.ai?

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

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

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

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

The data sync between OneHash CRM and Extracta.ai 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 OneHash CRM to Extracta.ai?

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 OneHash CRM and Extracta.ai?

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

OneHash CRM

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.

Learn More
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.

Learn More