Keep supporting deal paperwork with its envelope
Route the deal's supporting document into the existing envelope when your Affinity process signals it is needed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope Items Bulk
Adds multiple document items, optionally with file attachments, to an envelope.
Why this helps
Supporting paperwork can end up detached from the agreement when it is added through a separate manual step.
- Keep supporting documents associated with the agreement envelope.
- Reduce manual handoffs when a deal needs extra paperwork.
- Make missing file data visible in the run report.
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.
- 3Tell Notis which deal signal should add an item and provide the envelope identifier and file details not available from Affinity.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with a real envelope and file, then verify the added item.
Questions about this workflow
Does this action accept a local file path?
Provide a file in the format supported by the action flow. If the file is not available to Notis from connected data or the request, supply it through the supported upload process.
Does it create a new envelope?
No. It adds items to an existing envelope.
Can this be used for any deal file?
Use it for supporting documents intended to be part of the envelope. Confirm the file is correct before adding it.
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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