Create a repeatable document workflow for deal diligence
Turn a deal's document requirements into a DocsAutomator automation setup, with Notis checking that the needed source and template details are available.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Automation
Creates a document automation.
Why this helps
Deal diligence often means rebuilding the same document process while trying to keep deal context in view.
- Create a reusable automation setup from a specific deal request.
- Keep the data source and optional Google Doc template explicit.
- Reduce context switching when a deal enters diligence.
Setup
Build it in a few focused steps.
- 1Connect Affinity and DocsAutomator once in the Notis portal.
- 2Create an automation named Deal diligence document setup and describe the outcome in one instruction.
- 3Choose a Notis webhook trigger and send a request with the deal context, confirmed data source, and optional Google Doc template.
- 4Choose where run reports go.
- 5Test with one real deal request and confirm the automation details.
Questions about this workflow
Does Affinity trigger this automatically?
Affinity has no listed trigger event here. A Notis webhook starts the workflow when an HTTP request is sent with the deal context.
Can this workflow upload a PDF template?
No. The DocsAutomator action supports an optional Google Doc template. PDF templates must be uploaded through the DocsAutomator app interface.
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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