Connect Affinda and spotler crm to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Validation Completed
Document Rejected
Choose an Action
Automatically do this!
- Request a new Action for spotler crm
Enable Integrations or automations with these events of Affinda and spotler crm
Enable Integrations or automations with these events of Affinda and spotler crm
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.
Know More About Affinda and Spotler Crm Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Affinda and spotler crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Affinda triggers actions in spotler crm (or vice versa).
Absolutely. You can customize how Affinda data is recorded in spotler crm. This includes choosing which data fields go into which fields of spotler crm, setting up custom formats, and filtering out unwanted information.
The data sync between Affinda and spotler crm 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 spotler crm. 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.
Learn MoreAbout spotler crm
Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.