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Get a local deal file ready for conversion

Upload the source file once so a conversion workflow can refer to it by file ID.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Upload File

Uploads a file for use in later conversions.

Why this helps

A local document cannot be converted until it has been made available to the conversion service.

  • Upload a local file for a conversion workflow.
  • Use the returned file ID in a follow-up action.
  • Keep the preparation step connected to the deal document task.

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 File Upload.
  • 3Tell Notis to upload the supplied local deal file and report the returned file ID.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real local file.

Questions about this workflow

Does upload also convert the file?

No. Uploading makes the file available for subsequent conversion actions.

Can this upload a URL instead?

This action is for a local file. Use a conversion action that accepts a URL when the source is already hosted.

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.

TriggerScheduled

Convert Excel to HTML

Converts an Excel spreadsheet into an HTML table.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Conversion Task

Creates a file or website conversion task; it counts against quota unless sandbox mode is on.

ActionInstant

Download Converted File

Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.

ActionInstant

Get Auth Info

Retrieves information about the authenticated user, including their email address.

ActionInstant

Get Conversion Config

Lists available conversion types and their options.

ActionInstant

Get File Info

Retrieves a stored file’s metadata and, for text files, a preview without using quota.

ActionInstant

Convert Word to Text

Converts a Word document to plain text.

ActionInstant

Get Task Status

Retrieves a conversion task’s status and, when successful, its result file ID.

ActionInstant

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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