Record document validation outcomes in Affinda
Capture a review outcome beside the parsed document so the result is easier to find later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Validation Result
Records whether document data passes or fails a validation rule.
Why this helps
Review decisions can be left in notes or conversations instead of being recorded with the document they concern.
- Record validation outcomes in Affinda after a review
- Keep a validation result associated with its document
- Reduce the chance of losing review decisions in conversation history
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 a validation result using the document and outcome details supplied in each request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real document review and its confirmed validation outcome.
Questions about this workflow
Can Notis decide whether a document passed validation?
Only if the request supplies the outcome or you specify a rule based on data available to the workflow. Do not assume hidden validation criteria.
What information should the request include?
Include the Affinda document or annotation context and the validation result details required by the action.
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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