Create investor update PDFs from Affinity data
Send the relevant Affinity details to a Notis webhook and let Notis prepare an investor-ready PDF from your CraftMyPDF template.
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
Investor updates take too long to assemble when deal context is scattered across Affinity and document templates.
- Turn supplied deal and contact details into a consistent investor update.
- Generate the document asynchronously without interrupting other work.
- Keep the document layout consistent through a CraftMyPDF template.
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 use the supplied Affinity data to fill the investor update template and create a PDF.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real Affinity example and confirm the generated PDF.
Questions about this workflow
Does Affinity start this automatically when a deal changes?
Affinity has no listed trigger events for this workflow. An HTTP request to the Notis webhook starts it, and the request must include the data Notis should use.
What does CraftMyPDF return?
The extended asynchronous action returns a transaction reference and calls the configured webhook URL when the PDF is generated.
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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