Keep a current view of signing templates
Make template discovery part of a regular review instead of a separate search when a deal is already moving.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in the account.
Why this helps
When template options are scattered across a catalog, choosing the right starting point adds friction to deal preparation.
- List available templates on the schedule you choose.
- Summarize options against requirements supplied in the prompt.
- Deliver the review to a selected report channel.
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 the deal requirements to consider.
- 3Tell Notis to list Docnify templates on the schedule and summarize potentially suitable options.
- 4Pick the cron schedule and choose where run reports should go.
- 5Test one run and review whether the summary fits your template review needs.
Questions about this workflow
Does this update templates?
No. It lists templates and summarizes their potential relevance.
Does it monitor changing Affinity deals?
No. Affinity has no trigger events here. The prompt must specify the requirements 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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