Add an approved document category to Affinda
Turn an approved intake category request into an Affinda document type without re-entering the request by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Type
Creates a document type in an organization.
Why this helps
When a new document category is approved, delayed setup can leave intake work waiting or inconsistently classified.
- Create an Affinda document type from an approved request
- Keep intake setup connected to the request context
- Reduce manual re-entry of category details
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 document type using the approved organization and category details supplied in each request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one approved category request and valid organization identifier.
Questions about this workflow
Can a new type be created without an organization identifier?
The action requires the relevant organization context. Include a valid identifier and approved type details in the request.
Will this create an extractor too?
No. It creates a document type only. An extractor is a separate Affinda resource.
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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