Connect Affinda and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Validation Completed
Document Rejected
Choose an Action
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Ready to use Affinda and webCRM automations
Actions and Triggers
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 Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
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.
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Frequently Asked Questions
To start, connect both your Affinda and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Affinda triggers actions in webCRM (or vice versa).
Absolutely. You can customize how Affinda data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Affinda and webCRM 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 webCRM. 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.
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