Manage Affinda document details from WhatsApp
Send a specific document update request in WhatsApp and let Notis apply the supported change in Affinda.
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
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
Small document maintenance requests can sit in chat while someone waits to switch tools and make the change.
- Handle supported document changes from a WhatsApp request.
- Keep maintenance requests close to the conversation.
- Reduce manual app switching for simple updates.
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 which supported document changes to apply, and require a known document identifier and explicit requested values.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
- 5Test with one verified document and a specific requested change.
Questions about this workflow
Which changes can this action make?
Affinda lists renaming, reassignment, expiry, and storage settings as supported document updates.
Can it update a document without its ID?
The workflow should use a verified document identifier so it updates the intended record.
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.
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.
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
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 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.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
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.
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.
Whatsapp and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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