Connect Affinda and portalio to Build Intelligent Automations
Enable Integrations or automations with these events of Affinda and portalio
Enable Integrations or automations with these events of Affinda and portalio
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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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Affinda and portalio accounts to viaSocket. Once connected, you can set up a workflow where an event in Affinda triggers actions in portalio (or vice versa).
Absolutely. You can customize how Affinda data is recorded in portalio. This includes choosing which data fields go into which fields of portalio, setting up custom formats, and filtering out unwanted information.
The data sync between Affinda and portalio 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 portalio. 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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About portalio
Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.
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