Keep track of the tags available for CRM document intake
A short recurring tag inventory helps keep document organization clear as your intake process grows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Tags
Lists available tags across workspaces.
Why this helps
Teams can lose track of existing document labels and create inconsistent organization habits.
- Retrieve the available Affinda tags in one recurring check
- Make existing labels easier to review before organizing documents
- Reduce uncertainty about which labels are available
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 tags and summarize which labels are relevant to your Agile CRM document intake.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real tag list and confirm the report is clear.
Questions about this workflow
Does the workflow add or change tags?
No. It lists existing tags for review. Tagging documents or creating tags requires a different action.
Can it infer which labels are relevant?
Only when you provide the criteria or context. Otherwise, it can report the available tags without guessing.
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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