Prepare for a contact meeting with less searching
Get the Affinity context you need in one document before the conversation starts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert URL to PDF (Simple)
Converts a URL to PDF and returns the result immediately.
Why this helps
Switching between contact records and deal history right before a meeting makes preparation harder.
- Bring together contact and related deal details available in Affinity.
- Review context before the meeting without searching across records.
- Keep unavailable details visible as gaps instead of assumptions.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cloudlayer once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Ask Notis to find the requested contact, summarize relevant recorded relationship and deal context, and create a PDF.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real contact and check that the correct person and related records were used.
Questions about this workflow
Can it include private notes?
It can include only information returned to Notis from Affinity under your connected account's access.
What if several contacts match?
Include a company, role, or other identifying detail in your request so Notis can select the right record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Cloudlayer. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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