Full list

Supported Triggers & Actions

Everything you can automate between Affinda and Webtiger.

When this happensTriggers

A trigger is an event that starts a workflow.

Document Validation Completed

Document Validation Completed

Triggers when a document get validated

Document Rejected

Document Rejected

When a document get rejected

New Lead

New Lead

Triggers when a new lead is created

New Contract

New Contract

Triggers when a new contact is created

New Customer

New Customer

Triggers when a new customer is added

New Estimate

New Estimate

Triggers when a new estimate is created

Do thisActions

Action is the task that follows automatically within your Affinda integrations.

Upload a Document for Parsing

Upload a Document for Parsing

Upload a new document for parsing.

Create a Collection

Create a Collection

Create a new collection.

Create a Workspace

Create a Workspace

Creates a new workspace.

Create a New Organization

Create a New Organization

Creates a new organization.

Update a Workspace

Update a Workspace

Update an existing workspace.

Update an Organization

Update an Organization

Update the detail of an organization.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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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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Frequently Asked Questions

How do I connect Affinda and Webtiger?

Sign up for a free viaSocket account, then authorize both your Affinda and Webtiger 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Affinda and Webtiger as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Affinda to Webtiger?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Webtiger. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Affinda triggers actions in Webtiger, and a separate workflow where Webtiger triggers actions in Affinda. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Affinda and Webtiger. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Affinda and Webtiger integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.