Group Affinda documents from an Agile CRM request
Organize related documents in one batch when a campaign, client review, or intake request needs a clear group.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Tag to Documents
Adds the same tag to multiple documents.
Why this helps
Related documents can end up scattered, making it harder to find the set connected to a client or campaign.
- Apply one shared tag to multiple Affinda documents in a single operation
- Group documents around a campaign or review
- Reduce repeated manual organization
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 add the requested shared tag to the Affinda document IDs provided in each webhook request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with a real request containing a small set of document IDs and an existing tag.
Questions about this workflow
Can the automation create a new tag too?
This action adds a tag to documents. Use a tag that already exists in Affinda; creating a tag is a separate action.
What does the webhook request need?
It needs the document identifiers and the shared tag to apply. The workflow cannot infer these values from Agile CRM because Agile CRM has no listed trigger event.
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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