Bring an Affinda document's parsing details into a review
Get the detail for the specific document under discussion without searching through another workspace by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Document
Retrieves a document’s details, processing status, and extracted data.
Why this helps
When a document needs attention, locating its parsed details adds another manual step before you can decide what to do.
- Retrieve detailed parsing results for a specified document
- Keep the request focused on the record under review
- Make relevant document context available in a 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 retrieve and summarize the Affinda document whose ID is supplied in each request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real Affinda document ID.
Questions about this workflow
Can it find the document using only a contact name?
The action retrieves a document by its identifier. Include a valid Affinda document ID in the webhook request.
Will it update the Agile CRM record?
No. The available action retrieves document details and can return a summary in the run report.
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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