
When this happens...
Document Validation Completed
Document Rejected

Automatically do this!
Get Call Recordings
Get Call Details
Call Summary
Get Call Transcript
Get Call Voicemail
Send SMS
Get Message by ID
Add or update contact
Get phone numbers
Get call history
List Conversations
List Messages
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document get validated
When a document get rejected
Triggers when an incoming/outgoing call is completed.
Triggers when a call recording has finished.
Triggered when a call summary is completed for the selected phone number(s).
Triggered when a call transcript is finished and available for the selected phone number(s).
Action is the task that follows automatically within your Affinda integrations.
Upload a new document for parsing.
Create a new collection.
Creates a new workspace.
Creates a new organization.
Update an existing workspace.
Update the detail of an organization.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Affinda and Quo accounts to viaSocket. Once connected, you can set up a workflow where an event in Affinda triggers actions in Quo (or vice versa).
Absolutely. You can customize how Affinda data is recorded in Quo. This includes choosing which data fields go into which fields of Quo, setting up custom formats, and filtering out unwanted information.
The data sync between Affinda and Quo 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 Quo. 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 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 MoreQUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
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