Parse every document linked to a new deal
Turn deal intake into structured document data before it gets buried in your pipeline.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Important proposals, contracts, and briefs can sit unprocessed while a new deal moves forward.
- Extract key fields as soon as a deal is created
- Reduce manual downloading and rekeying
- Start document review with consistent structured data
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Affinda once in Notis.
- 2Create an automation named for new deal document intake.
- 3Tell Notis to send any document URL supplied on a new deal to Affinda for parsing.
- 4Pick the Pipedrive New Deal Received trigger.
- 5Choose where run reports should go, then test with one real deal containing a document URL.
Questions about this workflow
What if the deal has no document URL?
Notis can report that no usable document link was present and skip the Affinda upload.
Can Affinda parse a public URL?
Yes, when the supplied URL is accessible to Affinda and accepted by the Create Document action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Affinda. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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