Turn Affinity deal details into a ready-to-share PDF brief
Give Notis a deal record and a clear brief format. It can prepare the HTML and have DocRaptor return a PDF you can review or share.
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
Deal context is scattered across pipeline records, and rebuilding a useful brief before every conversation takes time.
- Prepare a consistent brief from the deal information provided.
- Reduce last-minute context gathering before a meeting.
- Keep the brief focused on details present in the Affinity input.
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.
- 3In one instruction, describe the deal brief to create and what information to include.
- 4Choose notis_webhook as the trigger and choose where run reports should go.
- 5Test with one real Affinity deal example and review the returned PDF.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include the Affinity deal information needed for the brief.
Can the brief include information that is not in Affinity?
Only if you include that information in the webhook input or provide it in your instruction. Notis should not invent missing context.
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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