Full list

Supported Triggers & Actions

Everything you can automate between Pitchit and Extracta.ai.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new pitch is created

When a new pitch is created

Runs the workflow automatically when a new pitch is created in Pitchit.

When a meeting is booked

When a meeting is booked

Runs the workflow automatically whenever a meeting is booked in the account.

When a lead's priority changes

When a lead's priority changes

Runs the workflow automatically whenever any lead's priority is changed.

When a lead's insights are updated

When a lead's insights are updated

Runs the workflow automatically whenever any lead's insights are updated in the account.

Request a new Trigger for Pitchit

Do thisActions

Action is the task that follows automatically within your Pitchit integrations.

Add Lead to Pitchit

Add Lead to Pitchit

Adds a new lead to Pitchit and assigns them to the selected campaign.

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.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Pitchit
Pitchit + Extracta.ai
Pitchit logo

About Pitchit

Pitchit is an innovative AI-driven platform designed to enhance your pitching skills and presentations. It leverages advanced AI tools to provide feedback, suggestions, and improvements for your pitches, ensuring you deliver compelling and effective presentations every time.

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Integrations Extracta.ai
Extracta.ai + Pitchit
Extracta.ai logo

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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Frequently Asked Questions

How do I connect Pitchit and Extracta.ai?

Sign up for a free viaSocket account, then authorize both your Pitchit and Extracta.ai 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Pitchit and Extracta.ai as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Pitchit to Extracta.ai?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Extracta.ai. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Pitchit triggers actions in Extracta.ai, and a separate workflow where Extracta.ai triggers actions in Pitchit. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Pitchit and Extracta.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Pitchit and Extracta.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.