Connect Planado and Extracta.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planado
Choose an Action
Automatically do this!
Create extraction
Update extraction
View Extraction
Delete Extraction
Upload Files
Get Extraction results
Enable Integrations or automations with these events of Planado and Extracta.ai
Enable Integrations or automations with these events of Planado and Extracta.ai
Actions
Create Job
Create a new job assignment for a field worker
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.
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Frequently Asked Questions
To start, connect both your Planado and Extracta.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in Extracta.ai (or vice versa).
Absolutely. You can customize how Planado 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.
The data sync between Planado and Extracta.ai 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 Planado 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.
About Planado
Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers
Learn MoreAbout 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
