Bring the Affinity company profile into document review
Give each important document a better starting point by pairing its extracted company name with the available Affinity profile.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single company
Retrieves basic details and selected fields for a company.
Why this helps
Reviewers often have to switch tools and search manually to understand whether a document relates to a company already in the CRM.
- Bring basic company information into the document review.
- Include requested company fields when ids or types are supplied and access permits.
- Flag cases where identity is ambiguous or profile data is not available.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for company profile review.
- 3Ask Notis to use organization details from the parsed document to retrieve the matching Affinity company profile and summarize available fields.
- 4Choose a Notis webhook trigger and set a report destination.
- 5Test with one real document and check the returned profile.
Questions about this workflow
Will all custom company fields appear automatically?
No. The action needs requested field ids or types for field data, and permissions may limit access.
What if a document mentions more than one company?
Ask Notis to list each extracted organization separately and mark any ambiguous profile match for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Affinity. A trigger fires from one place; an action lands in another.
Affinda triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
Connect any two apps with Notis in the middle.
Affinda and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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