Organize New Customer Documents in Affinda
Turn a new account signal into a focused collection for its document workflow.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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.
Why this helps
Documents arrive before anyone decides how they should be grouped, making later retrieval harder.
- Create structure before files accumulate
- Group documents around a clear extraction purpose
- Reduce later reorganization
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Affinda in the Notis portal.
- 2Create an automation that creates a collection for qualifying new accounts using the intended workspace and extractor context.
- 3Choose New User Created as the trigger.
- 4Select a report channel and test with one new account user.
Questions about this workflow
What must already exist?
The workflow needs a valid Affinda workspace and extractor context before the collection can be created.
Can one user create multiple collections?
Your instruction should identify the specific account and collection need to avoid duplicates.
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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