Find signing sessions connected to investor follow-up
Pass an investor email or status to Notis and get the matching DocsAutomator signing sessions summarized for your follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Signing Sessions
Lists signing sessions.
Why this helps
Signing status can be scattered across document work and deal conversations, making follow-up easy to miss.
- Look up signing sessions using available status or signer email filters.
- Summarize returned sessions for follow-up planning.
- Keep a signing check close to the related deal context.
Setup
Build it in a few focused steps.
- 1Connect Affinity and DocsAutomator once in the Notis portal.
- 2Create an automation named Review investor signing sessions and describe the status summary you need.
- 3Choose a Notis webhook trigger and include an optional signer email or status filter in the request.
- 4Choose where run reports go.
- 5Test with one real signer email or status and review the returned sessions.
Questions about this workflow
Can this start a signing session?
No. The listed action retrieves signing sessions with optional filters; it does not create or send a signing request.
Are results paginated?
Yes. The DocsAutomator action returns paginated results, so the report should be clear about the results it receives.
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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