Affinda

Content and Files

Salesforce

CRM

Integrations Affinda Salesforce

Create integrations between Affinda and Salesforce

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Get list of Organization in Affinda when New Contact in Salesforce

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Create a New Organization in Affinda when New Contact in Salesforce

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Get Detail of an Organization in Affinda when New Contact in Salesforce

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Delete an Organization in Affinda when New Contact in Salesforce

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Update an Organization in Affinda when New Contact in Salesforce

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Get List Of all Workspace in Affinda when New Contact in Salesforce

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Create a Workspace in Affinda when New Contact in Salesforce

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Delete a Workspace in Affinda when New Contact in Salesforce

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Update a Workspace in Affinda when New Contact in Salesforce

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Get List Of all Collections in Affinda when New Contact in Salesforce

Actions and Triggers

Triggers

New Contact

Triggers when a new Contact is created.

New Lead

Triggers when a new Lead is created.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

New Case Attachment

Triggers when a new Attachment is added to a case.

Actions

Get list of Organization

Returns all the organizations

Create a New Organization

Create a new organization.

Get Detail of an Organization

Find details of existing orgnization by Id

Delete an Organization

Delete the specified organization from the database.

Update an Organization

Update the detail of an organization.

Get List Of all Workspace

Return list of all workspaces.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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 Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

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