Connect Affinda and Cardly
Integrate Affinda with Cardly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Upload a Document for Parsing to Affinda when Automation Order Cancelled in Cardly
Create a Collection in Affinda when Automation Order Cancelled in Cardly
Create a Workspace in Affinda when Automation Order Cancelled in Cardly
Create a New Organization in Affinda when Automation Order Cancelled in Cardly
Update a Workspace in Affinda when Automation Order Cancelled in Cardly
Popular Affinda + Cardly flows
Start from a real workflow other teams are already running.
Choose a trigger
Affinda
When this happens...
Document Validation Completed
Document Rejected
Choose an action
Cardly
Automatically do this!
Invite User to Account
Create a Contact List
Create a Contact
Delete a Contact
Revoke User Access
Send a Card
Synchronize a Contact
Upload a Document for Parsing to Affinda when Automation Order Cancelled in Cardly
Use this flowCreate a Collection in Affinda when Automation Order Cancelled in Cardly
Use this flowCreate a Workspace in Affinda when Automation Order Cancelled in Cardly
Use this flowCreate a New Organization in Affinda when Automation Order Cancelled in Cardly
Use this flowUpdate a Workspace in Affinda when Automation Order Cancelled in Cardly
Use this flowUpdate an Organization in Affinda when Automation Order Cancelled in Cardly
Use this flowDelete a Collection in Affinda when Automation Order Cancelled in Cardly
Use this flowUpdate a Collection in Affinda when Automation Order Cancelled in Cardly
Use this flowDelete an Organization in Affinda when Automation Order Cancelled in Cardly
Use this flowDelete a Workspace in Affinda when Automation Order Cancelled in Cardly
Use this flowSupported Triggers & Actions
Everything you can automate between Affinda and Cardly.
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
Automation Order Cancelled
Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
Automation Order Created
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Automation Order Sent
Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
Contact Change of Address Notification
Feed back details of a change of address notification for one of your contacts back into an external system.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Affinda and Cardly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Affinda and Cardly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cardly. No coding required.
Yes. You can set up a workflow where Affinda triggers actions in Cardly, and a separate workflow where Cardly triggers actions in Affinda. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Affinda and Cardly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Affinda and Cardly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
