Keep client documents grouped with a shared tag
Give Notis the client context and the documents to organize, then let Affinda apply 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
Related documents can be hard to find when client context is scattered across sales records and document workspaces.
- Group multiple documents under a consistent client label.
- Make document filtering easier in Affinda.
- Avoid repeated manual tagging across related files.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the desired outcome to Notis in plain language.
- 3Ask Notis to use the client context and document identifiers in each request to add the requested shared tag in Affinda.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real client and a small set of documents.
Questions about this workflow
What information should the webhook request include?
Include the relevant Affinda document identifiers and the client label to use, along with AgencyZoom context that helps identify the documents.
Will this create the tag if it does not exist?
The selected action adds a tag to documents. Create a tag separately in Affinda first if the requested tag is not available.
Can I use it for several documents at once?
Yes. The Affinda 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 Agencyzoom to Affinda. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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