Prepare a review pack for multiple Affinity deals
Submit a set of deal details to Notis once and create the matching PDFs in parallel, with an optional merged file.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Why this helps
Preparing a review packet deal by deal creates repetitive work and makes it easier to miss a document.
- Generate several deal PDFs concurrently.
- Optionally merge generated PDFs into a single file.
- Cut repetitive document preparation before portfolio or pipeline reviews.
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 each supplied deal record to generate a PDF and merge the results if appropriate.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example containing multiple deals and review the output.
Questions about this workflow
Does this fetch a set of deals from Affinity automatically?
No Affinity trigger or fetch action is specified here. The webhook request must supply the deal data and template details.
Can the PDFs be merged?
The parallel PDF action supports optional merging of the generated PDFs into a single file.
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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