Set up an Affinda organization from an approved request
Turn an approved organization setup request into a new Affinda workspace context with less manual re-entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Organization
Creates an organization to group resources.
Why this helps
Setting up a new document operation can be delayed when approved organization details need to be entered again by hand.
- Create an Affinda organization from supplied approved details
- Reduce repeated entry during setup
- Return the created organization details in the 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 create an Affinda organization using the unique approved name supplied in each request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one approved name and check that it is unique in the account.
Questions about this workflow
Should this run for every organization request?
Run it only for an approved request after confirming the name is unique, since creating an organization changes Affinda setup.
Can it add users or workspaces too?
No. This action creates an organization only. Other resources require separate actions.
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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