Automate document processing into Zapier

Automate exporting data from your documents into Zapier by integrating the Affinda Platform with your Zapier account. Achieve straight-through processing by eliminating manual data entry for good.

Get data from your documents into Zapier

Invoices

Automatically extract supplier details, invoice numbers, dates and totals from invoices, then route them through Zapier to your accounting apps like Xero or QuickBooks.

Business cards and lead forms

Capture leads faster by automatically extracting names, companies, emails and phone numbers from business cards and forms, then sending them through Zapier directly into your CRM like HubSpot or Salesforce.

Contracts and agreements

Accelerate contract approvals by automatically extracting parties, dates and contract values, then triggering approval workflows through Zapier in Slack, email or your project management tools.

Resumes and onboarding forms

Streamline HR onboarding by automatically extracting employee names, positions and start dates from resumes and forms, then updating your HRIS through Zapier or triggering team notifications.

How to automate document processing into Zapier

Affinda processes your documents in the background and sends data straight into Zapier.

Automatically send your documents to Affinda

Upload, email or integrate your documents as soon as you receive them

AI agents extract and validate key data fields

Affinda's AI agents extract and transform your data with superior accuracy, thanks to advanced contextual understanding and machine validation.

See your data appear in Zapier

Affinda sends your data straight into Zapier, automatically populating all the extracted data fields.

Extract any information from any document, fast

Example of automated data extraction from a document in Affinda

Create models in seconds

Upload any document and Affinda instantly identifies the data fields you need, helping you set up automated workflows into Zapier in minutes – no complex configuration required.

Example of how to configure data transformations in the Affinda Platform

Cleanse and transform data

Affinda automatically formats extracted data to work seamlessly with any Zapier workflow, whether you're importing invoices into Xero, updating CRMs or triggering notifications. Need custom formatting? Just describe what you need in plain language.

Example of how to configure data transformations in the Affinda Platform

Apply business logic

Write validation rules in natural language and apply your business logic to extracted data. This ensures outputs meet your requirements and enables seamless document processing into Zapier.

Automate extracting and importing any of your document data into Zapier

Example of business logic verifying accuracy of extraction in the Affinda Platform
Example of billing credits in the platform
Platform preview of instant AI learning from examples
Examples of seamless integrations supported in Affinda with no-code or API set up
Preview of flexible configuration of document fields on a payslip
List of security layers continuously monitored by Affinda

Automate data integration with 99%+ accuracy

Extract data from any document, in any format or layout, with more than 99% accuracy. Unstructured data? Complex tables? Multiple languages? No problem. Our AI data integration eliminates errors and costly rework.

See ROI in weeks, not months

Start automating in minutes with simple setup and flexible pricing. Affinda learns from your first few documents and delivers measurable ROI within weeks, not months.

AI that instantly learns and adapts

Affinda’s intelligent document processing platform is the only one with instant learning. It improves with every interaction, adapting to your data in real time to make faster, smarter, human-like decisions.

Easy integration, zero disruption

Affinda connects to Zapier and your existing tech stack without disruption. No ripping out systems, no change-management headaches. Integrate it easily – with code or without.

Configure, customize and maintain control

Build your own intelligent document processing solution with the Affinda Platform, or work with our team for setup and support. Maintain complete control, make updates anytime and scale your Zapier workflows without depending on us.

Enterprise-grade security

When you're automating document workflows through Zapier, security matters. Affinda is ISO 27001:2022 certified, and SOC 2 and GDPR compliant, providing enterprise-grade protection for your data as it flows through every integration.

No need to talk to sales. Get started now

Sign up for free

Sign up and configure your custom extraction model.

Set up your integration

Affinda’s Integration Agent works like your own developer - describe how you want data exported, and it builds the integration for you.

Start processing

Send your files to Affinda and watch as the data automatically populates into your downstream system.
Brisbane city bridge on river

Affinda has removed the laborious workload from our accounts staff, who now focus on quality assurance and management of any outliers.

- Nathaniel Barrs, CTO, PSC Insurance

95%

reduction in manual work

10×

more invoices processed with no added staff

 

Enhanced auditability and tracking of invoice approvals

Busy port with plane flying overhead

Customer satisfaction is always our top priority, and Affinda has helped us achieve that by eliminating phone calls, manual handling, and delays.

- Jorg Both, Head of Business Systems, Northline

120,000

proof of delivery documents processed annually

82%

of documents straight-through processed in the first weeks

 

Automatic validation of documents against ERP system

Two recruitment specialists reviewing a list of candidates

Affinda's ongoing improvements in its AI models demonstrate its innovative approach in Document AI.

– Michael Zhao, AI Product Manager, SEEK

  • High accuracy parsing across multiple languages
  • Improved customer experience thanks to better structured data
  • Stronger compliance with international data security and software standards
An artist painting on a community wall

Affinda’s support and expertise were invaluable… The experience working with Affinda was excellent.

- Nick Tran, Business Analyst, StateCover Mutual

300,000

documents processed annually

80

different document types

60%

Enhanced auditability and tracking of invoice approvals

Logistics manager reviewing paperwork onsite

The results have spoken for themselves. I recommend Affinda to anyone looking to enhance their product or business with AI capability.

- Steve O’Keeffe, CTO, Felix

76%

reduction in manual data input

30%

reduction in compliance data errors

85,000

compliance documents processed annually

Combine the best of artificial and human intelligence

99%+

accuracy in information extraction

10+

years of IP combined with the latest AI innovations

500M+

documents processed

50+

languages, supporting customers globally

Person listening intently in a meeting

Frequently asked questions

Does Affinda integrate with Zapier?
How does the Affinda–Zapier integration work?
What types of documents can Affinda process and send to Zapier?
Do I need to manually upload files to Zapier?
Can I define my own validation and business rules?
Can Affinda handle bulk invoice uploads for Zapier?
How fast can I get started with the Zapier integration?
Is my financial data secure when using Affinda with Zapier?
What are the main benefits of integrating Affinda with Zapier?