Build a useful contact dossier from Affinity
Pass in the contact context you have, then ask Notis to organize it into a readable dossier before an important conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Preparing for a contact conversation can mean reopening records and piecing together relationship context by hand.
- Gather the contact context supplied for a conversation.
- Use a consistent structure for preparing relationship briefs.
- Keep unknown facts visibly separate from known details.
Setup
Build it in a few focused steps.
- 1Connect Affinity and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe in one instruction the dossier sections and ask Notis to leave unsupported details out.
- 4Choose notis_webhook as the trigger and choose where run reports should go.
- 5Test with one real Affinity contact example and check the PDF for accuracy.
Questions about this workflow
Does it enrich contacts with outside information?
This workflow is grounded in the Affinity details supplied to the run. Add other source material explicitly if you want it included.
Can I tailor the dossier to a specific meeting?
Yes. Include the meeting purpose or audience in the webhook input or in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to DocRaptor. A trigger fires from one place; an action lands in another.
Affinity triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Affinity and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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