Connect Tele CRM and Base64.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
New Leads Created or Modified
Choose an Action
Automatically do this!
Scan a document by URL
Scan a Document by Bytes
Ready to use Tele CRM and Base64.ai automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Leads Created or Modified
Auto-created action shell
Do thisActions
Action is the task that follows automatically within your Tele CRM integrations.
Create a Lead
Add a lead
Update Lead Details
Update lead details
Search Leads
Search leads by name or email
Scan a document by URL
Scans a document that is provided by a URL or Hydrate File. File can be an image (jpeg, png etc.), PDF, zip or an office document (.doc, .docx, etc.).
Scan a Document by Bytes
Scans a document that is provided by a string of bytes (e.g. data:image/png;base64,iVBORw0KGgoAAAANSUhEU...). File can be an image (jpeg, png etc.), PDF, zip or an office document (.doc, .docx, etc.).
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Frequently Asked Questions
To start, connect both your Tele CRM and Base64.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Tele CRM triggers actions in Base64.ai (or vice versa).
Absolutely. You can customize how Tele CRM data is recorded in Base64.ai. This includes choosing which data fields go into which fields of Base64.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Tele CRM and Base64.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 Tele CRM and Base64.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.
