Add Cloudpress account context to a document review
Start with the document details you need and include the Cloudpress account context returned for the run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Account Information
Retrieves details about your authenticated account.
Why this helps
A document review can lose time when account context has to be checked separately before the next decision.
- Retrieve current authenticated Cloudpress account details
- Include supplied Affinda document context in one report
- Make account-related review steps easier to track
Setup
Build it in a few focused steps.
- 1Connect Affinda and Cloudpress once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3Tell Notis to process the supplied document context with Affinda, retrieve Cloudpress account information, and summarize the returned details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and verify the account details shown in the report.
Questions about this workflow
Does this change Cloudpress account settings?
No. The available action retrieves authenticated account information and does not change settings.
What starts the workflow?
A request sent to the Notis webhook starts the workflow.
Does the report expose credentials?
The workflow should report only account details useful for the requested review and should not include credentials.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Cloudpress. A trigger fires from one place; an action lands in another.
Affinda triggers
Cloudpress actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Information
Retrieves details about your authenticated account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Connections
Lists your connections.
List Collections
List collections in your account.
List Document Exports
Lists your document export history.
List Webhooks
Lists your configured webhooks.
Connect any two apps with Notis in the middle.
Affinda and Cloudpress, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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