Connect Waveline Extract and Clearpoint Strategy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Waveline Extract
Choose an Action
Automatically do this!
- Request a new Action for Clearpoint Strategy
Enable Integrations or automations with these events of Waveline Extract and Clearpoint Strategy
Enable Integrations or automations with these events of Waveline Extract and Clearpoint Strategy
Actions
Create Job - Extract Document
Create the job to extracts data(JSON) from your document.
Get Job
Get the result of a job you created earlier with Extract Document
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Frequently Asked Questions
To start, connect both your Waveline Extract and Clearpoint Strategy accounts to viaSocket. Once connected, you can set up a workflow where an event in Waveline Extract triggers actions in Clearpoint Strategy (or vice versa).
Absolutely. You can customize how Waveline Extract data is recorded in Clearpoint Strategy. This includes choosing which data fields go into which fields of Clearpoint Strategy, setting up custom formats, and filtering out unwanted information.
The data sync between Waveline Extract and Clearpoint Strategy 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 Waveline Extract and Clearpoint Strategy. 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 Clearpoint Strategy
Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.
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