IntegrationsWaveline ExtractOpportunity
Waveline Extract + Opportunity

Connect Waveline Extract and Opportunity to Build Intelligent Automations

Choose a Trigger

Waveline Extract

When this happens...

Choose an Action

Opportunity

Automatically do this!

Enable Integrations or automations with these events of Waveline Extract and Opportunity

Enable Integrations or automations with these events of Waveline Extract and Opportunity

Actions

Create Job - Extract Document

Create Job - Extract Document

Create the job to extracts data(JSON) from your document.

Get Job

Get Job

Get the result of a job you created earlier with Extract Document

Request a new Action for Waveline Extract

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Frequently Asked Questions

How do I start an integration between Waveline Extract and Opportunity?

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

Can we customize how data from Waveline Extract is recorded in Opportunity?

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

How often does the data sync between Waveline Extract and Opportunity?

The data sync between Waveline Extract and Opportunity 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 Waveline Extract to Opportunity?

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 Waveline Extract and Opportunity?

Yes, you can set conditional logic to control the flow of data between Waveline Extract and Opportunity. 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.

Waveline Extract

About Waveline Extract

Waveline extracts structured data from documents.

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Opportunity

About Opportunity

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