Keep your deal document template options visible
Know which templates are available before you start preparing a document.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Download Docmosis Templates
Download originally uploaded template files.
Why this helps
Switching between deal records and template libraries makes document setup harder to keep moving.
- Review available templates in one report
- Find relevant templates before drafting
- Reduce repeated searches in Docmosis
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 template library report.
- 3Tell Notis to list available Docmosis templates, optionally filtered by folder, and summarize likely matches for the deal document work you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real folder or template library request and check the report.
Questions about this workflow
Can the template list be limited to a folder?
Yes. The list action supports an optional folder filter and pagination.
Does the workflow retrieve template files?
No. It lists available templates. Downloading template files is a separate action.
How do I connect the list to current deal work?
Provide upcoming deal document context in the scheduled instruction. Affinity has no listed native trigger events in this package.
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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