Understand the inputs your deal document needs
Get a concise view of template requirements before gathering deal information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Docmosis Template Structure
Retrieve a template’s parsed structure.
Why this helps
Collecting information without knowing the template's structure creates rework and missed details.
- See template fields before gathering information
- Understand repeats and conditions early
- Create a practical preparation brief
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 template requirements.
- 3Tell Notis to retrieve the specified Docmosis template structure and summarize its fields, repeats, conditions, images, and references as a preparation brief for the deal context provided.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real template and deal example and refine the brief.
Questions about this workflow
Does the brief tell me the exact data for each deal?
It summarizes the template structure. Deal values must come from the context you provide or be identified as missing.
What structure details are available?
The action retrieves fields, repeats, conditions, images, and references.
Will this render the final document?
No. It helps you understand template requirements before document generation.
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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