Connect Inistate to Extracta.ai

Both apps 25Inistate 15Extracta.ai 10

• Trigger
  Activity Performed

  Triggers when an activity is performed on an entry in the chosen module, detected as a change to the entry's last-updated time.

• Trigger
  Changed Information

  Triggers when an entry's information in an Inistate module is changed.

• Trigger
  Changed State

  Triggers when an entry in the selected Inistate module moves to a different workflow state.

• Trigger
  Information Due

  Triggers when an entry in the chosen module reaches its due date.

• Trigger
  New Entry

  Triggers when a new entry is created in the selected Inistate module.

• Trigger
  Updated Entry

  Triggers when an entry in the selected module is created or changed.

• Action
  Create Entry

  Creates a new entry in an Inistate module with the field values you supply.

• Action
  Delete Entry

  Deletes an entry from an Inistate module.

• Action
  Duplicate Entry

  Creates a copy of an existing entry in an Inistate module.

• Action
  Edit Entry

  Edits an existing entry in an Inistate module, updating the field values you supply.

• Action
  Get Activity Form

  Returns the fields an Inistate activity asks for (such as the create form, or the Reject form on an entry), with each field's id, name, type and options.

• Action
  List Entries

  Returns entries from an Inistate module, optionally narrowed to one of the module's listings.

• Action
  List Modules

  Returns the modules (record types such as Leave Request or Expense Claim) set up in an Inistate workspace.

• Action
  List Workspaces

  Returns the Inistate workspaces the connected user belongs to, with each workspace's id and name.

• Action
  Perform Activity

  Runs an activity (such as Submit, Approve or Reject) on an existing Inistate entry, moving it through its workflow.

• Action
  Add classification

  Creates a document classification with a list of document types that uploaded documents can be classified into. Returns the new classification's id.

• Action
  Add extraction

  Creates a new data extraction in Extracta.ai that defines which fields to pull out of uploaded documents. Returns the new extraction's id, which you use when uploading files for processing.

• Action
  Delete classification

  Permanently deletes a document classification, including all of its batches, results and uploaded files.

• Action
  Delete extraction

  Permanently deletes an extraction with all its batches and files, or just one batch or one file within it.

• Action
  Get classification

  Returns the details of a document classification, including its name, description and configured document types with their keywords and linked extraction templates.

• Action
  Get credits

  Returns the number of credits currently available on your Extracta.ai account, where one credit processes one page.

• Action
  Get extraction

  Returns the setup of an extraction: its name, description, language, options, the fields it extracts, and the batches processed under it.

• Action
  Get extraction results

  Returns the extracted data for a batch of documents processed by an extraction, or its waiting status if processing is not finished. Optionally narrows the results to a single file.

• Action
  Update classification

  Updates an existing document classification's name, description and document types.

• Action
  Update extraction

  Updates an existing Extracta extraction's name, description, language, processing options or fields to extract. Anything left blank stays unchanged.

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