Check document email delivery before a deal depends on it
Send a sample PDF test email for a specified DocsAutomator automation, then report whether the delivery check was initiated successfully.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Why this helps
Finding out that document email delivery is misconfigured during an active deal creates avoidable follow-up.
- Check email configuration with a sample PDF attachment.
- Test a specified automation before a deal depends on delivery.
- Keep the test tied to a clear request and report.
Setup
Build it in a few focused steps.
- 1Connect Affinity and DocsAutomator once in the Notis portal.
- 2Create an automation named Test deal document email and describe when to send a delivery test.
- 3Choose a Notis webhook trigger and include the DocsAutomator automation identifier and test recipient details required by the action.
- 4Choose where run reports go.
- 5Test with one real example and confirm the test email arrives.
Questions about this workflow
Does this email the final deal document?
No. This action sends a test email with a sample PDF attachment to verify email configuration.
Is there a sending limit?
The action is rate limited to 25 test emails per hour per automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docsautomator. A trigger fires from one place; an action lands in another.
Affinity triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Affinity and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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