See the document categories available to your intake process
Keep the document categories visible so you can make intake decisions with the current Affinda setup in view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Document Types
Lists document types available to the user.
Why this helps
Intake processes can use outdated or inconsistent document categories when nobody checks the available types.
- List the available document types in Affinda
- Create a concise catalog for intake review
- Make category changes easier to spot between checks
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 document types and summarize them for your Agile CRM intake process.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real document type list.
Questions about this workflow
Does the action create new document types?
No. It retrieves the existing document type list.
Can Notis decide how incoming documents should be classified?
Only if you provide classification criteria and enough document information. This workflow reports available types.
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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