Alkymi and Salesflare
How to connect Alkymi
- Via Zapier — 10 operations available. Set it up ↗
About Alkymi
Alkymi is an intelligent data extraction and process automation application for the financial services industry.
Alkymi operations on Zapier
Triggers (2)
Start a workflow when this happens
- When an Alkymi Event Triggers (Return Document Information) — Triggers when the selected Alkymi user events occur. Sends document level data.
- When an Alkymi Event Triggers (Return Record Information) — Triggers when the selected Alkymi user events occur. Sends record level data.
Actions (1)
Things Salesflare can make it do
- Upload Document File — Uploads a file to a Data Inbox tenant for processing.
Searches (7)
Look up existing records
- Get Document File (Original Format) — Downloads a copy of the document file posted to Data Inbox in its original format.
- Get Document File (PDF Format) — Downloads a copy of the document file posted to Data Inbox in a converted PDF format.
- Get Document Information — Retrieve a specific document instance. https://alkymi-api.readme.io/reference#get-document-detail
- Get General API Response — Provide an API url to get the API response.
- Get Record Field Data — Pass in a record UUID to get an object containing underlying field data
Show 2 more searches
- Get Record Field Names — Pass in a record UUID to get a list of field names
- Get Record Information — Retrieve a specific record instance. The returned record object may require additional parsing before using downstream in the workflow. https://alkymi-api.readme.io/reference#get-record-detail
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