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Review the Affinda notifications configured for document workflows

See which document event subscriptions are configured before relying on notifications to support follow-up.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get RESTHook Subscriptions

Lists subscriptions for document event notifications.

Why this helps

Webhook subscriptions can be difficult to track, leaving uncertainty about which document events are configured to notify your workflow.

  • Retrieve the configured Affinda RESTHook subscriptions
  • Summarize their available settings for review
  • Make notification setup easier to inspect periodically

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 retrieve Affinda RESTHook subscriptions and summarize the document notifications relevant to your CRM process.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with the real subscription list and confirm the report contains the needed details.

Questions about this workflow

Does this create or delete subscriptions?

No. It retrieves subscriptions for review. Creating or deleting a subscription requires a separate action.

Can this confirm that a webhook endpoint is working?

It can report subscription details returned by Affinda, but endpoint delivery health may require separate evidence.

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.

TriggerScheduled

Batch Update Annotations

Updates annotations across multiple documents at once.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Tag to Documents

Adds the same tag to multiple documents.

ActionInstant

Create Collection

Creates a collection for grouping documents.

ActionInstant

Create Document

Uploads a document for data extraction.

ActionInstant

Create API User

Creates an API user with credentials for programmatic access.

ActionInstant

Create Organization

Creates an organization to group resources.

ActionInstant

Batch Create Annotations

Creates multiple annotations for processed documents.

ActionInstant

Create RESTHook Subscription

Creates a subscription for document event notifications.

ActionInstant

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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