Connect Affinda and Solve CRM
Integrate Affinda with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Company in Solve360 when Document Validation Completed in Affinda
Create a Contact in Solve CRM when Document Validation Completed in Affinda
List Contact in Solve CRM when Document Validation Completed in Affinda
List Ownership in Solve-crm when Document Validation Completed in Affinda
List Category Tags from Solve CRM when Document Validation Completed in Affinda
Popular Affinda + Solve CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Affinda
When this happens...
Document Validation Completed
Document Rejected
Choose an action
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create a Company in Solve360 when Document Validation Completed in Affinda
Use this flowCreate a Contact in Solve CRM when Document Validation Completed in Affinda
Use this flowList Contact in Solve CRM when Document Validation Completed in Affinda
Use this flowList Ownership in Solve-crm when Document Validation Completed in Affinda
Use this flowList Category Tags from Solve CRM when Document Validation Completed in Affinda
Use this flowList Fields in Solve-crm when Document Validation Completed in Affinda
Use this flowCreate a Company in Solve360 when Document Rejected by Affinda
Use this flowCreate a Contact in Solve CRM when Document Rejected by Affinda
Use this flowList Contact in Solve CRM when Document Rejected by Affinda
Use this flowList Ownership in Solve-crm when Document Rejected by Affinda
Use this flowSupported Triggers & Actions
Everything you can automate between Affinda and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Validation Completed
Triggers when a document get validated
Document Rejected
When a document get rejected
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
Do thisActions
Action is the task that follows automatically within your Affinda integrations.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Affinda and Solve CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Affinda and Solve CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Solve CRM. No coding required.
Yes. You can set up a workflow where Affinda triggers actions in Solve CRM, and a separate workflow where Solve CRM triggers actions in Affinda. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Affinda and Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Affinda and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
