Set Document Expiry as Contact Intake Begins
Keep document storage details current by setting an expiry on an existing Affinda document during contact intake.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Update Document
Tool to update specific fields of a document. use when you need to rename, reassign, or adjust expiry and storage settings after document creation.
Why this helps
Expiry and storage details can be missed when document handling is split across intake tools.
- Prompt an expiry or storage update at contact creation.
- Make the document id and requested details explicit.
- Reduce manual document housekeeping.
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 update the expiry or storage settings for the Affinda document id and details you provide.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with a real contact event and an existing document id.
Questions about this workflow
Will this choose an expiry date automatically?
No. The action can adjust expiry and storage settings, but the desired details must be supplied.
Does this create the document?
No. This workflow updates an existing document. Document creation is a separate action and requires a file or public URL.
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
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