Connect Affinda and planso to Build Intelligent Automations

Choose a Trigger

Affinda

When this happens...

Choose an Action

planso

Automatically do this!

Enable Integrations or automations with these events of Affinda and planso

Enable Integrations or automations with these events of Affinda and planso

Triggers

Document Validation Completed

Document Validation Completed

Triggers when a document get validated

Document Rejected

Document Rejected

When a document get rejected

Request a new Trigger for Affinda

Actions

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 planso?

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

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

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

How often does the data sync between Affinda and planso?

The data sync between Affinda and planso 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 planso?

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 planso?

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

About planso

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

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