Connect SmartMatchApp to Extracta.ai

Both apps 38SmartMatchApp 28Extracta.ai 10

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Client Note

  Triggers when a note is added to a client.

• Trigger
  New Task

  Triggers when a new task is created.

• Action
  Create Client

  Creates a new client in your SmartMatchApp agency and returns its ID.

• Action
  Create Client Match

  Creates a match between a client and another client and returns the match ID.

• Action
  Create Client Note

  Adds a note to a client and returns the note ID.

• Action
  Create Email Draft

  Creates an email draft and returns its ID.

• Action
  Create Task

  Creates a task and returns its ID.

• Action
  Create Task Note

  Adds a note to a task and returns the note ID.

• Action
  Delete Client

  Deletes a client.

• Action
  Delete Client Match

  Deletes a client match.

• Action
  Delete Client Note

  Deletes a client note.

• Action
  Delete Email Draft

  Deletes an email draft.

• Action
  Delete Task

  Deletes a task.

• Action
  Find a Client

  Returns clients, newest first, with paging.

• Action
  Get Client

  Returns a client's type, status, created date and assigned users.

• Action
  Get Client Note

  Returns one note on a client.

• Action
  Get Email Draft

  Returns an email draft.

• Action
  Get Task

  Returns a task with its board, status and folder.

• Action
  List Client Matches

  Returns a client's matches.

• Action
  List Client Notes

  Returns a client's notes.

• Action
  List Email Drafts

  Returns email drafts.

• Action
  List Tasks

  Returns tasks, optionally filtered by board, status or assignee.

• Action
  Update Client

  Updates a client's type, status flags or assigned users.

• Action
  Update Client Match

  Updates a client match's group, priorities, due dates or statuses.

• Action
  Update Client Note

  Updates a client note's content or date.

• Action
  Update Email Draft

  Updates an email draft's subject, message or campaign.

• Action
  Update Task

  Updates a task.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.