Parse proposals shared by prospects
Capture the document details from a proposal as soon as its link arrives with a lead.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Uploads a document for data extraction.
Why this helps
Proposal details are easy to leave unread in a lead record when reviewing each file means another tool switch.
- Start a parse run from the proposal URL provided with a lead.
- Extract document information with Affinda for review.
- Keep lead context and processing reports together in the automation run.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Affinda once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language.
- 3In one instruction, ask Notis to submit the proposal URL from the incoming lead payload to Affinda.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real lead payload and an accessible proposal URL.
Questions about this workflow
Can Notis extract any custom proposal field I want?
The fields depend on the Affinda document processing configuration and the document. Specify any review criteria in your instruction.
Does this create a proposal in Affinda from text alone?
This workflow uses the Create Document action, which requires a document file or public URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Affinda. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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