Prepare a focused investor outreach packet from Affinity
Bring the relevant contact and deal context together in a PDF packet, then let the async run finish while you handle the next task.
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
Switching between contact records and deal notes to assemble outreach context makes follow-up easy to delay.
- Assemble supplied contact and deal context in one document.
- Use asynchronous generation for packets that do not need to return immediately.
- Review the generated packet before using it in outreach.
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 packet to prepare and which provided contact and deal details to include.
- 4Choose notis_webhook as the trigger and choose where run reports should go.
- 5Test with one real contact and deal example, then review the completed document.
Questions about this workflow
Does this workflow send the outreach message?
No. It creates a document packet for review. Sending is outside this workflow.
How does the async document get completed?
DocRaptor creates it asynchronously. The workflow uses the configured async completion mechanism available for the action.
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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