Connect Opportify and Affinda to Build Intelligent Automations

Choose a Trigger

Opportify

When this happens...

Choose an Action

Affinda

Automatically do this!

Ready to use Opportify and Affinda automations

Actions and Triggers

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

Request a new Trigger for Opportify

Do thisActions

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

Analyze Email

Analyze Email

Extract lead details, detect sender intent and urgency, and recommend clear follow-up actions to improve outreach and engagement.

Analyze an IP address

Analyze an IP address

Get location, risk, and business insights for an IP address.

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.

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Frequently Asked Questions

How do I start an integration between Opportify and Affinda?

To start, connect both your Opportify and Affinda accounts to viaSocket. Once connected, you can set up a workflow where an event in Opportify triggers actions in Affinda (or vice versa).

Can we customize how data from Opportify is recorded in Affinda?

Absolutely. You can customize how Opportify 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.

How often does the data sync between Opportify and Affinda?

The data sync between Opportify and Affinda typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Opportify to Affinda?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Opportify and Affinda?

Yes, you can set conditional logic to control the flow of data between Opportify 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.

Opportify

About Opportify

Opportify is an AI-driven platform designed to enhance business opportunities by leveraging data insights and automation. It helps organizations identify potential leads, optimize marketing strategies, and improve customer engagement through intelligent analytics.

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Affinda

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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