Create an onboarding packet from processed forms
Move information from submitted forms into a consistent packet that is easier to review and hand off.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Template to PDF
Generate a PDF from a template and data; processing runs asynchronously by default.
Why this helps
Onboarding details are spread across forms, leaving someone to assemble the same information into a usable packet.
- Reduces repeated entry of form details
- Creates a predictable packet for review
- Makes missing returned information easier to spot
Setup
Build it in a few focused steps.
- 1Connect Affinda and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to process the submitted onboarding forms with Affinda and populate a Cloudlayer PDF template with returned information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real form packet and review the result.
Questions about this workflow
Can this workflow fill in details that are not on the forms?
No. Ask Notis to leave unavailable details blank or mark them as missing.
Can the packet follow our existing layout?
Use a Cloudlayer template and describe the information it should contain in your automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Cloudlayer. A trigger fires from one place; an action lands in another.
Affinda triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
Adds a user-owned S3-compatible storage configuration for generated assets.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Retrieves an asset by its ID.
Convert HTML to Image (V2)
Renders HTML as a PNG, JPG, or WebP image and returns job details and the generated asset.
Get API Status
Checks whether the service is reachable.
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Convert URL to PDF (Simple)
Converts a URL to PDF and returns the result immediately.
Delete Storage Configuration
Deletes a user storage configuration after you confirm its ID is correct.
List Assets
Lists generated PDFs and images in your account.
Connect any two apps with Notis in the middle.
Affinda and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cloudlayer.