Connect Affinda and Cloze to Build Intelligent Automations

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Affinda

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Cloze

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Validation Completed

Document Validation Completed

Triggers when a document get validated

Document Rejected

Document Rejected

When a document get rejected

Person Change

Person Change

Triggers when a person is changed.

Company  Change

Company Change

Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.

Project Change

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Request a new Trigger for Affinda

Do thisActions

Action is the task that follows automatically within your Affinda integrations.

Upload a Document for Parsing

Upload a Document for Parsing

Upload a new document for parsing.

Create a Collection

Create a Collection

Create a new collection.

Create a Workspace

Create a Workspace

Creates a new workspace.

Create a New Organization

Create a New Organization

Creates a new organization.

Update a Workspace

Update a Workspace

Update an existing workspace.

Update an Organization

Update an Organization

Update the detail of an organization.

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Frequently Asked Questions

How do I start an integration between Affinda and Cloze?

To start, connect both your Affinda and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Affinda triggers actions in Cloze (or vice versa).

Can we customize how data from Affinda is recorded in Cloze?

Absolutely. You can customize how Affinda data is recorded in Cloze. This includes choosing which data fields go into which fields of Cloze, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Affinda and Cloze?

The data sync between Affinda and Cloze typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Affinda to Cloze?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Affinda and Cloze?

Yes, you can set conditional logic to control the flow of data between Affinda and Cloze. 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.

Affinda

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.

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Cloze

About Cloze

Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.

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