Find Docsumo documents relevant to an Affinity deal
Ask Notis to check Docsumo for documents related to a deal, then review the results without switching between apps to search manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List All Documents
Lists documents in the account.
Why this helps
Deal reviews slow down when you have to search a separate document system and reconnect each file to its Affinity context.
- Bring a Docsumo document list into a deal review flow.
- Reduce manual searching across deal and document tools.
- Use the webhook request to supply the deal context for the search.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation and describe the deal document check in one instruction.
- 3Pick a webhook trigger and send the Affinity deal context with the request.
- 4Choose where run reports go.
- 5Test with one real deal and review the returned document list.
Questions about this workflow
Does Affinity trigger this automatically when a deal changes?
No. Affinity trigger events were not provided for this package. Start it with a Notis webhook request and include the deal context.
Can Notis guarantee the documents belong to that deal?
Not from the listed Docsumo action alone. Notis can inspect the returned document list, but the request must provide useful search context and the results should be reviewed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docsumo. A trigger fires from one place; an action lands in another.
Affinity triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
Affinity and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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