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Notis

Handle confirmed Affinda document removal requests

When a document should be removed, make the request in WhatsApp and have Notis act only on the confirmed Affinda document ID.

Trigger

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

Action

Delete Document

Tool to delete a specific document by its id. use when you need to remove a document that is incorrect or no longer needed, after confirming the document id.

Why this helps

Deletion requests buried in chat can be missed, while an ambiguous request risks targeting the wrong record.

  • Capture removal requests in the conversation.
  • Require a confirmed document ID before deletion.
  • Reduce the risk of acting on an ambiguous request.

Setup

Build it in a few focused steps.

  • 1Connect WhatsApp and Affinda once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe that only a clearly confirmed request with a verified Affinda document ID should delete that document.
  • 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
  • 5Test with a real request using a document ID that is safe to remove.

Questions about this workflow

Will a vague message delete a document?

The instruction should require a specific, confirmed document ID and should not act on an ambiguous request.

Can deletion be undone?

The listed Affinda action deletes a document. Confirm the identifier and request before allowing the workflow to proceed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Whatsapp to Affinda. A trigger fires from one place; an action lands in another.

Whatsapp triggers

Affinda actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Message Status Updated

Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks

TriggerPolling

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.

ActionInstant

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

TriggerInstant

Create Organization

Tool to create a new organization. use when you have a unique organization name and want to group resources under it.

ActionInstant

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

TriggerInstant

Create RESTHook Subscription

Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.

ActionInstant

Message Template Status Update

Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.

TriggerInstant

Create Tag

Tool to create a new tag. use when you need to label documents in a specific workspace.

ActionInstant

Create Validation Result

Tool to create a validation result. use when recording validation outcomes for a document after parsing.

ActionInstant

Create Workspace

Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.

ActionInstant

Connect any two apps with Notis in the middle.

Whatsapp and Affinda, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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