Create a custom Affinda parser from an approved request
Carry an approved parser request into Affinda with its required setup details ready to use.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Extractor
Creates a custom extractor with specified fields and extraction rules.
Why this helps
A custom parser request can stall when its setup information has to be gathered and re-entered across tools.
- Create an extractor from supplied configuration details
- Reduce repeated setup entry for approved parser requests
- Keep the request and created resource connected 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 extractor from the approved configuration details in each webhook request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one approved request containing valid organization and extractor configuration.
Questions about this workflow
Can Notis invent the extraction fields?
No. Supply the required extractor configuration or define how Notis should derive it from information available in the request.
Should every request create an extractor?
Use an approved request and check whether an appropriate extractor already exists before creating another one.
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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