Parse a Deal Document at the Next Stage Change
When a deal moves forward, send its available document URL to Affinda so the relevant information can be extracted for review.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Why this helps
A document needed for the next sales step can be overlooked while you update deal status and follow up separately.
- Use a deal stage change as a timely prompt to parse a provided document.
- Keep document processing close to the sales workflow.
- Get structured parsing results in Affinda for follow-up.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to submit the deal's available public document URL to Affinda when the stage changes.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal update that includes a public document URL.
Questions about this workflow
Does the trigger choose a particular deal stage?
The provided event is a deal stage update. Notis users select the trigger and do not build filters, so do not assume a specific stage condition.
Can Affinda parse a file that is only mentioned in a deal note?
The supported Create Document action accepts a document file or public URL. A note alone is not a supported file input.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Affinda. A trigger fires from one place; an action lands in another.
Hubspot triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
Contact Created Trigger
Contact Created Trigger
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
Hubspot and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinda.