Catch deal template errors before they slow you down
Make template health part of routine document operations, not a surprise during a deadline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Docmosis Template Details
Retrieve metadata and error status for an uploaded template.
Why this helps
A template error can derail deal paperwork at the moment the team needs it most.
- Surface errors in selected templates
- Review template modification dates
- Make routine template maintenance easier
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 error review.
- 3Tell Notis to retrieve metadata for the Docmosis templates you specify and report error status and last modified dates relevant to deal work.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real template name and review the metadata.
Questions about this workflow
Can this review several templates?
The template details action describes retrieving metadata for an uploaded template. Provide the template names you want reviewed as supported by the available action.
What if a template has an error?
The report can surface the error status so you can investigate before relying on that template.
Does this fix template errors?
No. It reports metadata and error status; correcting the template requires separate work.
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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