Choose a suitable document template faster
Reduce template browsing by bringing the deal context and Docnify template list into one focused review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Lists templates in the account.
Why this helps
Searching templates interrupts deal momentum, especially when the right document type is not obvious.
- List the templates in Docnify when needed.
- Use supplied deal context to summarize likely matches.
- Keep template selection separate from sending or editing.
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 add its name and prompt.
- 3Tell Notis to list Docnify templates and summarize those that fit the deal context you provide.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real deal scenario and review the suggested templates.
Questions about this workflow
Does the workflow create or send a document?
No. It lists templates and summarizes potential matches for review.
Where does deal context come from?
Include the relevant deal details in the webhook request; Affinity does not provide trigger events here.
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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