Set the Right Affinda Workspace Policy at Onboarding
Capture a customer requirement once and apply it to the correct workspace.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Update Workspace
Tool to update specific fields of a workspace. use when you need to modify a workspace’s name, visibility, or document rejection policy after creation.
Why this helps
Workspace policy requests are easy to miss during fast customer onboarding.
- Apply onboarding requirements consistently
- Reduce missed configuration work
- Create a clearer setup trail
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Affinda.
- 2Create an automation that updates the identified workspace when the new user context includes a confirmed policy requirement.
- 3Select New User Created as the trigger.
- 4Choose where run reports go and test with one representative onboarding case.
Questions about this workflow
Which policies can change?
The action supports workspace settings such as name, visibility, and document rejection policy.
What if the user context lacks a workspace?
Notis can report that the workspace must be identified before an update.
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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