Turn deal diligence details into a checklist PDF
Package the deal context and checklist responses you provide into a clear PDF for the next diligence review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Why this helps
Diligence steps can be hard to track when questions and responses sit across notes and deal records.
- Create a consistent diligence artifact from supplied details.
- Keep responses and deal context together in one document.
- Generate the PDF asynchronously for background processing.
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 fill the diligence checklist template with supplied deal details and responses.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real deal example and review the checklist PDF.
Questions about this workflow
Will this discover diligence answers from Affinity?
No. Provide the deal details and checklist responses in the webhook request.
Does this track checklist completion over time?
No. It generates a document from supplied data and does not update or monitor an Affinity record.
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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