Check a deal template before using it
Confirm the template is stored and check its status before document work begins.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Docmosis Template Details
Retrieve metadata and error status for an uploaded template.
Why this helps
Discovering a missing or errored template in the middle of deal preparation creates avoidable delays.
- Check template metadata before preparation
- Surface template errors earlier
- Keep a record of the template status in the run report
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 verification.
- 3Tell Notis to use the template name provided with the deal context to retrieve Docmosis template details and report its status, size, and modified date.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real template name and confirm the returned details.
Questions about this workflow
What information does this check return?
The Docmosis action retrieves template metadata such as name, size, MD5 hash, last modified date, and error status.
Does Affinity provide a template name automatically?
No Affinity trigger events are listed. Include the relevant template name in the HTTP request or otherwise provide it to Notis.
Does this check template contents?
No. It checks template details. Use a separate supported action to inspect parsed structure or sample data.
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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