Extracta.ai and Salesflare

How to connect Extracta.ai

Extracta.ai automates data extraction from any document or image, converting unstructured content into structured, customizable output.

Start a workflow when this happens

New Document Processed — Triggers when a new document is processed after being uploaded using the "Upload & Process File (Async)" action. Use this to automate workflows when document data is extracted.

Things Salesflare can make it do

Upload & Process File (Async) — Upload and process documents using Extracta.ai and get notified when results are ready. Results will appear via the trigger
Upload & Process File (Sync) — Upload and process documents using Extracta.ai and get results immediately. Perfect for automating data extraction from invoices, receipts, contracts and more.

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Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.