Review document templates alongside your deal pipeline
Start your week with a clear view of the templates available for the deal work ahead.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Docmosis: List Templates
List templates available in the environment.
Why this helps
Before preparing deal documents, it can be hard to remember which templates are available or where to find them.
- See available templates in a run report
- Reduce time spent searching before deal follow-up
- Keep document preparation on a predictable routine
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 review.
- 3Tell Notis to review the upcoming deal context you provide and list relevant available Docmosis templates, noting when it cannot confirm a match.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example of upcoming deal work and check the report.
Questions about this workflow
Does the workflow read Affinity automatically?
Affinity has no source trigger events listed here. Provide the deal context to Notis in the automation instruction or its scheduled input; the Docmosis action lists available templates.
Will it verify that a template fits a deal?
It can compare the deal context you provide with the available template names and report likely options. Template contents are not retrieved by this action.
Can the schedule create documents?
No. This workflow lists templates and reports the result. It does not render or create a document.
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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