Find the right document template for an Affinity deal
Check the available templates before starting document generation, so you can choose from what is actually configured.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get or list templates
Retrieves or lists existing templates.
Why this helps
Choosing a document template from memory can lead to rework when deal documents have different purposes.
- Retrieve the available template list and metadata on demand.
- Make template selection part of the deal preparation workflow.
- Avoid assuming a template exists before checking.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to list available Docugenerate templates and help identify a suitable one for the Affinity deal context you supply.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with a real deal and confirm the returned template details are useful.
Questions about this workflow
Does this generate a document?
No. It retrieves or lists templates so you can check what is available before a separate generation step.
Can it choose based on information that is not supplied?
No. Notis can reason over returned template metadata and the deal context provided, but missing context must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docugenerate. A trigger fires from one place; an action lands in another.
Affinity triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Affinity and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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