Keep Adtraction payment reports grouped in Affinda
Route payment statements into a clear document group, so payment review starts with the right files already 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
Payment statements can get mixed in with other documents, making it harder to find the files needed for reconciliation.
- Apply a shared tag to multiple supplied payment documents in one operation.
- Make payment statements easier to filter in Affinda.
- Reduce time spent sorting files before reconciliation.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis to identify payment report documents supplied with each request and add the chosen shared tag in Affinda.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a real payment report document and confirm the tag appears in Affinda.
Questions about this workflow
Will this create the tag for me?
No. This workflow adds a tag to documents. Create the tag in Affinda first, then name it in the automation instruction.
Can one request include several documents?
Yes, if the request provides multiple document identifiers that Notis can use. The Affinda action supports adding a tag to multiple documents in one operation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Affinda. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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