Integrations Waveline Extract salesoptima
Waveline Extract + salesoptima

Connect Waveline Extract and salesoptima to Build Intelligent Automations

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Waveline Extract

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Choose an Action

salesoptima

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

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

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 salesoptima?

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

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

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

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

The data sync between Waveline Extract and salesoptima 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 salesoptima?

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 salesoptima?

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

About salesoptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

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