Standardize how vendors share document details
Give vendors a consistent starting point for sharing the details your document process needs, using a form Notis creates in Byteforms.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create form
Creates a new form.
Why this helps
Vendor documents arrive without enough context to route them quickly or understand what they support.
- Collect context alongside vendor documents.
- Make vendor intake more consistent.
- Reduce time spent clarifying what a document is for.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Byteforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Ask Notis to use your Affinda document workflow to identify vendor intake needs and create a Byteforms request form.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real vendor document example and review the form.
Questions about this workflow
Will Affinda trigger the form creation?
No. Affinda exposes no trigger events in this package. Notis starts this workflow on the schedule you select.
Can Notis decide which documents to request?
Tell Notis the document types or criteria your process needs. It can use only the available workflow context and information you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Byteforms. A trigger fires from one place; an action lands in another.
Affinda triggers
Byteforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create form
Creates a new form.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Permanently deletes a form.
Get all forms
Lists all forms created by the authenticated user.
Get Form By ID
Retrieves details about a specific form.
Get Form Responses
Retrieves responses submitted to a form.
Connect any two apps with Notis in the middle.
Affinda and Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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