Gather documents for a tax review
Pull the review set together before you start investigating.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Documents
Tool to retrieve a list of all documents. use when you need to list documents in your affinda workspace after authentication.
Why this helps
Reviewers spend too long locating every relevant document across a busy workspace.
- Create a focused review queue
- Reduce manual searching
- Give reviewers useful context
Setup
Build it in a few focused steps.
- 1Connect 44API and Affinda in Notis once.
- 2Create an automation that lists the relevant Affinda documents for a company flagged by 44API and summarizes their status.
- 3Choose a webhook trigger with the company or workspace context.
- 4Select a report channel and test with one review request.
Questions about this workflow
Can it filter by workspace?
Yes, provide the workspace context when it is available in the incoming request.
Will it alter documents?
No, this workflow retrieves and summarizes them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Affinda. A trigger fires from one place; an action lands in another.
44API triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
44API and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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