Connect Affinda and CallTrackingMetrics to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Validation Completed
Document Rejected
Choose an Action
Automatically do this!
Create Contact List
Send SMS
List Tracking Numbers
Ready to use Affinda and CallTrackingMetrics automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Validation Completed
Triggers when a document get validated
Document Rejected
When a document get rejected
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
Do thisActions
Action is the task that follows automatically within your Affinda integrations.
Upload a Document for Parsing
Upload a new document for parsing.
Create a Collection
Create a new collection.
Create a Workspace
Creates a new workspace.
Create a New Organization
Creates a new organization.
Update a Workspace
Update an existing workspace.
Update an Organization
Update the detail of an organization.
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Frequently Asked Questions
To start, connect both your Affinda and CallTrackingMetrics accounts to viaSocket. Once connected, you can set up a workflow where an event in Affinda triggers actions in CallTrackingMetrics (or vice versa).
Absolutely. You can customize how Affinda data is recorded in CallTrackingMetrics. This includes choosing which data fields go into which fields of CallTrackingMetrics, setting up custom formats, and filtering out unwanted information.
The data sync between Affinda and CallTrackingMetrics typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Affinda and CallTrackingMetrics. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Affinda
Affinda is an AI-powered Document Parsing solution provider for the automation of high-volume document workflow including emails, contracts, invoices, forms, financial statements, and more.
Learn MoreAbout CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
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