Review the selected template before using it
Check a specific template's details before basing deal paperwork on it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template
Retrieves details about a template.
Why this helps
A template can look familiar but still need a details check before the team proceeds with document preparation.
- Fetch a specific template by its confirmed ID.
- Summarize template metadata with the supplied deal context.
- Keep review separate from document creation and sending.
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 provide a name and prompt.
- 3Tell Notis to fetch the specified Docnify template and summarize its details for the deal context supplied.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one template ID and verify the summary.
Questions about this workflow
Does this create a document from the template?
No. It fetches and summarizes template details only.
What should I provide?
Provide the Docnify template ID and any deal context useful for the review.
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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