Convert the deal document you need to reuse
Tell Notis which deal document you have and what format the next step needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Why this helps
Deal documents arrive in formats that do not fit the next review, sharing, or processing step.
- Handle multiple supported conversion types through one task action.
- Avoid hunting for a separate converter for each format.
- Keep instructions in a reusable plain-language automation.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Conversion tools once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Deal Document Conversion.
- 3Tell Notis to convert the supplied deal document from its current format to the format needed next.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real document and provide its file or URL.
Questions about this workflow
Which formats can this convert?
The main conversion task covers many supported types. Check available conversion types and options when a particular format or setting matters.
Can it produce a file for download?
A completed conversion task can be followed by a download action when its status response provides a file ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Conversion tools. A trigger fires from one place; an action lands in another.
Affinity triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Excel to HTML
Converts an Excel spreadsheet into an HTML table.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Download Converted File
Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.
Get Auth Info
Retrieves information about the authenticated user, including their email address.
Get Conversion Config
Lists available conversion types and their options.
Get File Info
Retrieves a stored file’s metadata and, for text files, a preview without using quota.
Convert Word to Text
Converts a Word document to plain text.
Get Task Status
Retrieves a conversion task’s status and, when successful, its result file ID.
Connect any two apps with Notis in the middle.
Affinity and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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