Connect Affinda and LionDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Validation Completed
Document Rejected
Choose an Action
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Ready to use Affinda and LionDesk automations
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 Contact
Triggers when a new contact is created in Liondesk.
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 LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Affinda triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how Affinda data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Affinda and LionDesk 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 LionDesk. 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 LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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