Connect The Value Builder System™ to Extracta.ai

Both apps 31The Value Builder System™ 21Extracta.ai 10

• Trigger
  Clicked Email by Contact

  Triggers when a contact clicks a link in an email.

• Trigger
  New Activity Feed

  Triggers when a new entry is added to the Value Builder activity feed.

• Trigger
  New Contact

  Triggers when a new contact is added to Value Builder.

• Trigger
  Open/Click Contact Email

  Triggers when a contact opens or clicks an email.

• Trigger
  Opened Email by Contact

  Triggers when a contact opens an email.

• Trigger
  Sent Email to Contact

  Triggers when an email is sent to a contact.

• Trigger
  Unsubscribe Contact From Nurture Cycle

  Triggers when a contact unsubscribes from the Nurture Cycle.

• Action
  Activate Contact Nurture Cycle

  Activates the Nurture Cycle for a contact.

• Action
  Create Contact From Email

  Creates a new contact from an email address, name, company and country.

• Action
  Create Tag

  Creates a tag.

• Action
  Deactivate Contact Nurture Cycle

  Deactivates the Nurture Cycle for a contact.

• Action
  Find Contact From Email

  Searches contacts by email address or name and returns the first match plus all matches.

• Action
  Find Tags

  Searches tags by name, or returns all tags.

• Action
  Get Activity

  Returns one activity feed entry by its ID.

• Action
  Get Contact

  Returns one contact by its ID.

• Action
  List Advisors

  Returns the advisors contacts can be assigned to.

• Action
  List Contact Tags

  Returns the tags on a contact.

• Action
  Remove Tags from Contact

  Removes one or more tags from a contact.

• Action
  Replace Contact Tags

  Replaces all of a contact's tags with the list you supply.

• Action
  Tag Contact

  Adds one or more tags to a contact.

• Action
  Update Contact From Email

  Updates the fields you supply on an existing contact; fields left blank are unchanged.

• 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.