Add Affinity deal context to an existing PDF
Attach the deal summary supplied with an Affinity webhook request to an existing PDF as clear text annotations.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Why this helps
A document can lose useful context when it is shared without the deal name, status, or other identifying details.
- Add supplied deal context to an existing PDF.
- Place text in headers, footers, watermarks, or specified positions.
- Use dynamic page and total page variables where supported.
Setup
Build it in a few focused steps.
- 1Connect Affinity and CraftMyPDF once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to add the supplied deal details as text annotations to the provided PDF.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real PDF and deal example and check the placement.
Questions about this workflow
Can this create a PDF from a template?
No. This action adds text to an existing PDF. For a new templated document, use a PDF creation action.
Can Notis infer the deal details?
Not from an unspecified Affinity trigger. Include the exact details and source PDF in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Craftmypdf. A trigger fires from one place; an action lands in another.
Affinity triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Creates an embeddable editor session for a PDF template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
List PDF Templates
Lists the available PDF templates.
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Connect any two apps with Notis in the middle.
Affinity and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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