Set the Right Storage Details During Contact Intake
Keep storage housekeeping connected to intake by updating an existing Affinda document's settings as a contact is created.
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
Storage follow-up can be postponed when intake work already spans several tools.
- Tie an existing document storage update to contact intake.
- Specify exactly which document and setting should change.
- Reduce deferred administrative work.
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 change the storage or expiry settings on the Affinda document id you provide.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact event and the intended document id and settings.
Questions about this workflow
Does this set a retention policy for all documents?
No. The listed action updates specific fields on a document. Provide the document id and requested storage or expiry details.
Can it update a document that has not been created yet?
No. Update Document applies to an existing document. Create the document first through a separate workflow if needed.
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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