Know what your deal document template expects
See the template structure before a busy stretch of investor or deal follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Docmosis Template Structure
Retrieve a template’s parsed structure.
Why this helps
A template's required fields and repeating sections are easy to overlook until document creation is underway.
- See fields and repeating sections before preparing inputs
- Identify template complexity early
- Reduce last-minute document troubleshooting
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 structure review.
- 3Tell Notis to retrieve the structure for the Docmosis template you specify and summarize fields, repeats, conditions, images, and references relevant to upcoming deal work.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real template name and review the structure summary.
Questions about this workflow
What parts of a template can this action reveal?
It retrieves parsed structure including fields, repeats, conditions, images, and references.
Does this action validate a document render?
No. It inspects the template structure. It does not render a document or verify that particular deal data will satisfy every template requirement.
How should I provide the template name?
Specify the relevant Docmosis template name in the automation instruction or scheduled input. Affinity does not expose a listed native trigger event.
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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