Make document review reports easier to orient
Give a document review a clear Affinity user context, so teams can understand which connected account is providing CRM information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get current user
Retrieves information about the current user.
Why this helps
Automated reports can be confusing when the team cannot tell which Affinity account context was used to retrieve information.
- Include current user metadata alongside document review output.
- Make the account context behind an Affinity lookup clearer.
- Provide a small orientation detail without changing CRM records.
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 document review context.
- 3Ask Notis to parse the document details, retrieve Affinity current user metadata, and include the returned account context in the report.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Test with one real parsed document and confirm the report context is clear.
Questions about this workflow
Does current user metadata identify the document owner?
Not necessarily. It describes the connected Affinity current user, so do not treat it as the document owner unless your process confirms that.
Can this trigger automatically from Affinda?
Affinda has no trigger events in this package. A Notis webhook starts the automation when called by your document process.
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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