Keep Docmosis plan and quota details in view
Review environment status before scheduling a batch of deal documents.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Docmosis Environment Summary
Retrieve the environment’s status, plan, and quota summary.
Why this helps
Plan and quota details are easy to forget when document work is planned across multiple deals.
- Put environment status in a predictable report
- Make quota context easier to consider during planning
- Reduce context switching before document work
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 environment status review.
- 3Tell Notis to retrieve the Docmosis environment summary and explain how its plan and quota details affect the deal document work you describe.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real planning example and review the summary.
Questions about this workflow
What does the environment summary include?
It retrieves status, plan, and quota details for the Docmosis environment after authentication.
Does it inspect Affinity deals?
No Affinity trigger events are provided. Include the planning context you want Notis to consider; the action retrieves Docmosis environment information.
Is this the same as a readiness check?
No. The summary returns environment status, plan, and quota details. The readiness action specifically checks readiness before rendering.
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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