Create Affinda Workspaces When New Users Arrive
Give each qualifying customer a ready place for document processing from the first support record.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Why this helps
Workspace setup is easy to postpone, leaving customer documents scattered or delayed.
- Prepare document processing earlier
- Create a consistent onboarding step
- Reduce setup tasks for support and operations
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Affinda once.
- 2Create an automation describing when a new user should receive an Affinda workspace and what context to use.
- 3Select New User Created as the trigger.
- 4Choose where run reports go and test with one qualifying user.
Questions about this workflow
Does this also upload documents?
No. It creates the workspace so later document workflows have a destination.
Can workspace creation be limited?
Yes, describe the qualifying user context in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Affinda. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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