Connect Affinda and processplan to Build Intelligent Automations

Choose a Trigger

Affinda

When this happens...

Choose an Action

processplan

Automatically do this!

Enable Integrations or automations with these events of Affinda and processplan

Enable Integrations or automations with these events of Affinda and processplan

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 processplan?

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

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

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

How often does the data sync between Affinda and processplan?

The data sync between Affinda and processplan 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 processplan?

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 processplan?

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

About processplan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

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