Record document review outcomes in Affinda
When a review is complete, record its outcome in Affinda with the document context from Affinity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Validation Result
Records whether document data passes or fails a validation rule.
Why this helps
Review decisions can be hard to track when they remain only in deal notes or follow-up messages.
- Keep review outcomes alongside the Affinda document.
- Reduce missed validation records after a manual review.
- Preserve the deal or contact context in the webhook request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Affinda once in the Notis portal.
- 2Create an automation for recording document review outcomes.
- 3Tell Notis to create an Affinda validation result using the document and outcome details in an Affinity webhook request.
- 4Select the webhook trigger and choose where run reports should go.
- 5Test with one completed review and verify the result in Affinda.
Questions about this workflow
Can the workflow decide whether a document is valid?
The webhook needs to provide the review outcome or the automation must have a defined basis for deciding. The action records a validation result.
What information should the request include?
Include the Affinda document reference and the review outcome details required by the action.
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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