Get a clear investor pipeline brief from Affinity
Request a pipeline brief when you need one. Notis reviews the Affinity data and prepares a PDF you can scan before your next fundraising conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Pipeline reviews often mean reopening Affinity, rebuilding context, and preparing a readable summary by hand.
- See pipeline status in one shareable brief.
- Reduce manual preparation before fundraising reviews.
- Keep the brief grounded in the Affinity data returned for the request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Customjs once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to summarize the requested Affinity pipeline data as a concise HTML brief and convert it to PDF.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real pipeline request and review the resulting PDF.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the automation. Affinity does not provide a trigger event here.
What will the PDF contain?
Notis can summarize the Affinity data returned for the request. Specify the information you want included in your instruction; unavailable fields will not be assumed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Customjs. A trigger fires from one place; an action lands in another.
Affinity triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
Connect any two apps with Notis in the middle.
Affinity and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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