Connect Affinda and TapRefer 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 TapRefer
Enable Integrations or automations with these events of Affinda and TapRefer
Enable Integrations or automations with these events of Affinda and TapRefer
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.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Affinda and TapRefer accounts to viaSocket. Once connected, you can set up a workflow where an event in Affinda triggers actions in TapRefer (or vice versa).
Absolutely. You can customize how Affinda data is recorded in TapRefer. This includes choosing which data fields go into which fields of TapRefer, setting up custom formats, and filtering out unwanted information.
The data sync between Affinda and TapRefer 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 TapRefer. 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 TapRefer
TapRefer is a powerful referral marketing platform designed to help businesses grow through word-of-mouth. It enables companies to create and manage referral programs, track performance, and reward customers for successful referrals.
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