Find the documents connected to a deal
Ask for a focused document review without switching through a separate document list and deal record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
Lists documents in the account.
Why this helps
Document searches interrupt deal work and make it easy to miss which signing packet needs attention.
- List documents in the Docnify account when requested.
- Summarize results against deal context supplied in the request.
- Reduce manual scanning before taking the next document action.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to list Docnify documents and summarize those relevant to the deal or contact details you provide.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one deal and confirm the summary matches the returned documents.
Questions about this workflow
Can it search Affinity automatically?
Affinity has no trigger events in this setup. Supply the deal or contact context with the webhook request.
Does listing documents change anything?
No. Listing and summarizing documents is a read-oriented review workflow.
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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