Keep campaign intake documents grouped by source
When your intake backend sends a batch of Affinda document IDs, add a shared tag so those documents are easier to find together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Tag to Documents
Adds the same tag to multiple documents.
Why this helps
Documents from multiple campaigns can blend together, leaving you to remember which intake path produced each file.
- Group documents using a consistent intake tag.
- Make related documents easier to filter in Affinda.
- Apply one tag to a batch rather than labeling files one by one.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Affinda once in the Notis portal.
- 2Create an automation named Campaign document tagging.
- 3Tell Notis to add the specified shared tag to the Affinda document IDs included in each webhook request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real batch of document IDs and confirm the tag in Affinda.
Questions about this workflow
Does this workflow create the tag?
No. It uses Affinda's add-tag-to-documents action, which applies a tag to documents. Use a tag that already exists in the relevant workspace.
Where do the document IDs come from?
The webhook request must supply the Affinda document IDs. The listed ActiveCampaign source has no trigger events that provide them automatically.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Affinda. A trigger fires from one place; an action lands in another.
Active campaign triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Updates annotations across multiple documents at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tag to Documents
Adds the same tag to multiple documents.
Create Collection
Creates a collection for grouping documents.
Create Document
Uploads a document for data extraction.
Create API User
Creates an API user with credentials for programmatic access.
Create Organization
Creates an organization to group resources.
Batch Create Annotations
Creates multiple annotations for processed documents.
Create RESTHook Subscription
Creates a subscription for document event notifications.
Connect any two apps with Notis in the middle.
Active campaign and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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