Compare Affinity deals in one document
Pass Notis the deals and comparison criteria you care about. It can organize the supplied information into a document you can scan.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Comparing opportunities across separate records makes it harder to notice tradeoffs and decide what deserves attention.
- Put provided deal details side by side.
- Apply criteria stated in your instruction.
- Make missing comparison data visible instead of guessing.
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, name the comparison criteria and ask Notis to mark unavailable values as missing.
- 4Choose notis_webhook as the trigger and choose where run reports should go.
- 5Test with two or more real Affinity deal examples and review the comparisons.
Questions about this workflow
Can it rank the deals?
You can provide ranking criteria in the instruction. The result should distinguish provided facts from any assessment based on those criteria.
What if a deal is missing a comparison value?
Ask Notis to mark that value as missing rather than infer it.
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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