Start the right agreement from an Affinity deal signal
Give Notis the deal context and template rules once, then start the right Documenso agreement from a webhook.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Use Template (v2-beta)
Creates a document from a template.
Why this helps
Starting from the wrong agreement or copying deal details by hand adds friction just when a transaction is moving forward.
- Start agreements from an approved template instead of rebuilding them.
- Carry available deal context into the document creation instruction.
- Keep the workflow report close to the channel where you work.
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 signal should instantiate which template and provide any required recipient or prefill details missing from Affinity.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real deal and check the created Documenso document.
Questions about this workflow
Does this workflow send the document to signers?
It creates a document from a template. Distribution is a separate action and should be configured only when the required recipients and fields are ready.
Can Notis choose a template from deal data?
Yes, your instruction can describe the selection rule, provided the needed deal details and template information are available to Notis.
What starts the automation?
A Notis webhook starts it when it receives an HTTP request from your configured Affinity-side process.
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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