Organize campaign documents with a shared tag
Group the Affinda documents connected to a lead campaign under one label for quicker filtering later.
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 tied to a campaign can be hard to find when each one needs to be labeled by hand.
- Apply one shared tag to multiple documents in one operation.
- Use campaign context supplied with the webhook to name the tag.
- Make related documents easier to filter in Affinda.
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 add a shared tag to the Affinda document IDs provided with the campaign payload.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with real document IDs and an existing tag or tag setup supported by your Affinda workspace.
Questions about this workflow
What must the webhook provide?
Provide the Affinda document IDs and the campaign label to use. The action adds a tag to documents.
Does this create a new tag automatically?
The listed action adds a tag to documents. Ensure the tag is available in Affinda before running.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinda.