Invite a teammate to Affinda from an approved request
Move an approved organization invitation into Affinda without copying the invite details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invitation
Creates an invitation for a user to join an organization.
Why this helps
Inviting a teammate can slip between an approved access request and the work they need to begin.
- Create an invitation from approved request details
- Reduce manual copying of invite information
- Keep the invitation result visible in the run report
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an Affinda invitation using the approved email and role details supplied in each request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one approved invitation request and the intended role.
Questions about this workflow
Can this choose the invitee's role automatically?
Only if you provide a rule or the request supplies the approved role. Otherwise, do not guess.
Does the invitation grant access immediately?
This action creates an organization invitation. The invited person may still need to accept it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Affinda. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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