Keep agreement details aligned with deal changes
When deal context changes, pass the relevant update to the associated Documenso document through a clear instruction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document V2
Updates a document’s properties and signing settings.
Why this helps
A deal can change while the document title or other properties continue to reflect outdated context.
- Reduce manual changes to document properties after deal updates.
- Keep document context clearer for the people handling the agreement.
- Use a webhook to connect a meaningful deal change to a document update.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which deal change matters and which document properties to update; include the document identifier and values if unavailable from Affinity.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one document and confirm the intended properties were updated.
Questions about this workflow
Can this edit the agreement PDF contents?
No. This action updates document properties, not the contents of the uploaded PDF.
What if several documents match the deal?
Define a specific matching rule in your instruction and review the target before applying updates.
Can Affinity trigger this directly?
Affinity has no listed trigger events here. A Notis webhook can start the workflow when your Affinity-side process sends an HTTP request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Documenso. A trigger fires from one place; an action lands in another.
Affinity triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Creates a token for embedded document and template editing sessions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Delete Document Fields
Deletes one or more fields from a document.
Create Document Field
Adds one field to a document in draft status.
Delete Template
Permanently deletes a template; this action cannot be undone.
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Connect any two apps with Notis in the middle.
Affinity and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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