Keep deal documents grouped with shared tags
Use a deal handoff from Affinity to organize related Affinda documents under a shared tag.
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 from several deals can become hard to filter when they lack consistent labels.
- Group related documents for faster filtering.
- Apply a consistent label during a deal handoff.
- Reduce manual document organization.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Affinda once in the Notis portal.
- 2Create an automation for deal document organization.
- 3Tell Notis to add a shared tag to the Affinda document IDs supplied in an Affinity webhook request.
- 4Pick the webhook trigger and a destination for run reports.
- 5Test with one real request containing document IDs and the intended tag.
Questions about this workflow
Does this create the tag if it does not exist?
This action adds a tag to documents. Create the tag in Affinda first if it is not already available.
Can it tag many documents at once?
Yes. The action supports adding a tag to multiple documents in one operation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Affinda. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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