Get Docmosis sample data ready for an Affinity deal
Turn an incoming deal update into a head start on the document you need to prepare.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template Sample Data
Generate placeholder data from a template’s structure for testing renders.
Why this helps
Deal details are scattered across Affinity, and preparing a document often means starting from a blank template.
- Reduce manual prep before drafting deal documents
- Keep the deal context close to the document workflow
- Spot missing template inputs earlier
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docmosis once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for deal document prep.
- 3Tell Notis to use the incoming Affinity deal context to generate sample data for the relevant Docmosis template; ask it to flag details that are missing.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real deal and review the generated sample data.
Questions about this workflow
Does this generate the final document?
No. This workflow generates sample data for a Docmosis template. Use it to prepare or inspect inputs before rendering a finished document.
How does the workflow start?
It starts when an HTTP request reaches the Notis webhook. Affinity has no listed native trigger events, so send relevant deal context in the request.
What if the deal lacks details required by the template?
Tell Notis to identify missing details in its result. Supply those values before using the data to render a document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docmosis. A trigger fires from one place; an action lands in another.
Affinity triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Delete one or more stored images.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Delete one or more templates from the environment.
Docmosis Environment Ready
Check whether the environment is active and within quota.
Docmosis Environment Summary
Retrieve the environment’s status, plan, and quota summary.
Docmosis: Get API Key
Retrieve the API access key from connection metadata.
Get Batch Upload Status
Check the progress or completion status of a template batch upload.
Download Docmosis Images
Download stored image files.
Get Docmosis Render Queue
Retrieve the current render queue status and usage.
Connect any two apps with Notis in the middle.
Affinity and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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