Turn parsed documents into a focused Affinity list review
A parsed document can contain a useful deal update, but finding its place in your pipeline takes time. Ask Notis to pull the relevant Affinity list entries and surface the details to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all list entries on a list
Lists entries on a selected list.
Why this helps
Deal details parsed from documents can be easy to lose when you still need to find the right Affinity list and inspect its entries.
- Start a review when a parsed document is ready to hand off.
- See relevant list records and available metadata in one report.
- Reduce context switching between parsed documents and deal lists.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the relevant Affinity list entries and summarize useful details alongside the parsed document context.
- 4Choose the Notis webhook trigger, then select where run reports should go.
- 5Test with one real parsed document and verify the report includes useful list entry details.
Questions about this workflow
Does Airparser provide a trigger event for this workflow?
No. Start it with a Notis webhook, which is an HTTP request, and use Airparser output as the context supplied to the automation.
Can this workflow update Affinity records?
No. The selected Affinity action reads list entries. Notis can summarize the returned information in its run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Affinity. A trigger fires from one place; an action lands in another.
Airparser triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
Connect any two apps with Notis in the middle.
Airparser and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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