Integrations upilot OCR Web Service
upilot + OCR Web Service

Connect upilot and OCR Web Service to Build Intelligent Automations

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upilot

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OCR Web Service

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Frequently Asked Questions

How do I start an integration between upilot and OCR Web Service?

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

Can we customize how data from upilot is recorded in OCR Web Service?

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

How often does the data sync between upilot and OCR Web Service?

The data sync between upilot and OCR Web Service 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 upilot to OCR Web Service?

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 upilot and OCR Web Service?

Yes, you can set conditional logic to control the flow of data between upilot and OCR Web Service. 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.

upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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OCR Web Service

About OCR Web Service

OCR Web Service allows you to extract text from scanned images or PDFs and convert to editable file formats

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