Connect Planfix and Affinda to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
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
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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 Planfix integrations.
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
Find Task by Name
Find a task by title and return its full details; if no title is provided, return all tasks.
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 Planfix and Affinda accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Affinda (or vice versa).
Absolutely. You can customize how Planfix 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 Planfix 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 Planfix 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 Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
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.
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