Move approved Affinity deals into Docnify signing
Turn a clear deal milestone into a signature request without losing momentum to manual document follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Sends a document for signing.
Why this helps
Preparing the signature request after a deal is approved creates another handoff where the paperwork can stall.
- Start signing from a deliberate webhook request when paperwork is ready.
- Reduce the context switching between deal tracking and signature follow-up.
- Keep document sending tied to a confirmed document ID and recipient details.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to send the confirmed Docnify document for the Affinity deal when you request it, using the supplied document ID and signer details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real deal and document before relying on the workflow.
Questions about this workflow
Does Affinity start this automatically?
Affinity has no trigger events in this setup. A Notis webhook starts the automation when an HTTP request is sent.
Can it send a document if I have not identified it?
No. Confirm the Docnify document ID, its content, and recipients before sending.
When this happens · Trigger
Do this · Action
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.
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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