Check document generation readiness when a deal arrives
Know whether Docmosis is ready before you spend time preparing a deal document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Docmosis Environment Ready
Check whether the environment is active and within quota.
Why this helps
Preparing data for a render is wasted effort if the document environment is unavailable or outside its quota.
- Check readiness at the start of document work
- Avoid unnecessary preparation when the environment is not ready
- Make environment status visible in run reports
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 the readiness check.
- 3Tell Notis to check Docmosis environment readiness when deal context arrives and report the result before document preparation continues.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real webhook and review the readiness result.
Questions about this workflow
What does the readiness check do?
It verifies environment readiness, including whether it is active and within quota before rendering work.
Does it generate a document?
No. It checks readiness only. A separate supported workflow would be needed for rendering, and no render action is listed here.
Can this start from an Affinity event?
Affinity has no trigger events in this package. Start it with a Notis webhook and provide the relevant deal context.
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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