Connect Affinda and customertrax handle to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Validation Completed
Document Rejected
Choose an Action
Automatically do this!
- Request a new Action for customertrax handle
Enable Integrations or automations with these events of Affinda and customertrax handle
Enable Integrations or automations with these events of Affinda and customertrax handle
Triggers
Document Validation Completed
Triggers when a document get validated
Document Rejected
When a document get rejected
Actions
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 customertrax handle accounts to viaSocket. Once connected, you can set up a workflow where an event in Affinda triggers actions in customertrax handle (or vice versa).
Absolutely. You can customize how Affinda data is recorded in customertrax handle. This includes choosing which data fields go into which fields of customertrax handle, setting up custom formats, and filtering out unwanted information.
The data sync between Affinda and customertrax handle 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 customertrax handle. 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.
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Handle 2.0™ is a configurable CRM that shrinks the complexity of your processes
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