Review the Affinda organizations available to your workflow
Keep organization context visible so requests go to the correct Affinda setup as your document process grows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Organizations
Lists organizations accessible to the user.
Why this helps
Using the wrong organization context can delay document setup and make it unclear where resources belong.
- Retrieve organizations available to the authenticated Affinda account
- Summarize organization details for workflow planning
- Make the correct account context easier to confirm
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 list Affinda organizations and summarize the available context for your Agile CRM workflow.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real organization list and confirm the intended organization is identifiable.
Questions about this workflow
Does this create an organization?
No. It lists organizations available to the authenticated account.
Can Notis choose the organization for a new resource?
It can use a supplied identifier or criteria you provide. It should not guess when organization context is ambiguous.
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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