Connect Crystal Ball and Affinda to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Crystal Ball
Choose an Action
Automatically do this!
Upload a Document for Parsing
Create a Collection
Create a Workspace
Create a New Organization
Update a Workspace
Update an Organization
Delete a Collection
Update a Collection
Delete an Organization
Delete a Workspace
Ready to use Crystal Ball and Affinda 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
Do thisActions
Action is the task that follows automatically within your Crystal Ball integrations.
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
Change Annotation
Change an annotation in your account for an event.
Upload a Document for Parsing
Upload a new document for parsing.
Create a Collection
Create a new collection.
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Frequently Asked Questions
To start, connect both your Crystal Ball and Affinda accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in Affinda (or vice versa).
Absolutely. You can customize how Crystal Ball data is recorded in Affinda. This includes choosing which data fields go into which fields of Affinda, setting up custom formats, and filtering out unwanted information.
The data sync between Crystal Ball and Affinda 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 Crystal Ball and Affinda. 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 Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
Learn MoreAbout 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 More
