Keep deal attachments alongside the signing envelope
Give supplemental files a clear home with the deal agreement by adding them to the right envelope when the need arises.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope Attachment
Adds a supporting file to an existing envelope.
Why this helps
Important supporting materials can be separated from the agreement when the deal team passes files around manually.
- Keep supporting material with the relevant envelope.
- Respond to deal-specific file needs through a webhook.
- Reduce uncertainty about whether an attachment was added.
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 the deal condition and identify the envelope; provide the attachment as a supported base64 data URI if it is not otherwise available.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with a non-sensitive sample file and verify the attachment in Documenso.
Questions about this workflow
What file format does this action require?
The attachment must be provided as a base64-encoded data URI in the format data:<mime-type>;base64,<base64-data>.
Does the action create the envelope?
No. It adds an attachment to an existing envelope.
What if the webhook does not include the file?
The file must be supplied through a supported source or included in the request in the required format.
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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