Connect Affinity to Docnify
When something happens in Affinity, Notis takes the next step in Docnify. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Affinity to Docnify
Send an approved Affinity deal for signature
When a deal is ready for paperwork, send its confirmed document through Docnify for signature.
Add an investor as a document recipient
Add a confirmed investor to an existing Docnify document using the supplied document ID and signer details.
Correct a signer’s document details
Update a Docnify recipient's supplied name, email, or role after verifying both the document and recipient IDs.
Revise signature field requirements
Update labels or requirements on existing Docnify fields when a confirmed deal document needs a final adjustment.
Prepare fields on a deal document
Create requested fields on a fetched Docnify document so it is ready for review before sending.
Resend a verified pending signature request
Resend a Docnify document for signing when a deliberate follow-up request confirms that it should be re-notified.
Remove a recipient from a document
Revoke a recipient's access from a specific Docnify document after verifying both IDs and the removal request.
Review Docnify documents for a deal
List Docnify documents on request and summarize relevant records for the deal context supplied to Notis.
Find a template for a deal workflow
List Docnify templates and summarize which ones may suit the deal context provided with the request.
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docnify. A trigger fires from one place; an action lands in another.
Affinity triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Adds a recipient to a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Adds fields to a document.
Delete Document
Permanently deletes a document.
Delete Document Field
Removes a field from a document.
Delete document recipient
Removes a recipient from a document and revokes their access.
Get Document
Retrieves a document’s current state and details.
Get Template
Retrieves details about a template.
List Documents
Lists documents in the account.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Affinity and Docnify
Connect any two apps with Notis in the middle.
Affinity and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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