Grant workspace access from an approved request
Carry an approved access request into Affinda with the intended user and workspace details ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Workspace Membership
Adds a user to a workspace by creating a membership.
Why this helps
Workspace access requests can hold up document work when approved details must be re-entered manually.
- Create a workspace membership from an approved request
- Reduce repeated entry of user and workspace identifiers
- Return the created membership result for review
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 workspace membership using the approved user, workspace, and role details in each request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one approved request and valid user and workspace identifiers.
Questions about this workflow
Can this determine who should have access?
No. The request must be approved and provide the intended user, workspace, and role details.
Can it remove workspace access later?
No. This action creates a membership. Removing one requires a separate action and confirmed membership identifier.
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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