Turn an Affinity deal milestone into an agreement envelope
Keep deal progress and agreement preparation moving together. Tell Notis what milestone matters and what envelope to prepare.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope
Creates an envelope that can include files, recipients, and signing settings.
Why this helps
A deal can be ready for paperwork while the founder is still switching between the pipeline and the signing tool.
- Reduce manual handoffs from pipeline review to agreement setup.
- Use one instruction to identify the deal and the agreement details to include.
- Receive a run report when the envelope preparation is attempted.
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 what Affinity deal milestone should prompt an envelope and what details to use; specify any agreement data Affinity does not provide.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real deal and review the resulting Documenso envelope.
Questions about this workflow
Does Affinity provide a trigger event for this workflow?
No. Start it with a Notis webhook. Configure your Affinity-side process to send an HTTP request to the Notis webhook when the milestone occurs.
Will the automation send the envelope for signing?
This action creates an envelope. To distribute it, the automation needs a separately configured Documenso distribution action and the required recipients and signature fields.
What if the agreement details are not in Affinity?
Include those details in your instruction or provide them in the webhook request. Notis cannot infer missing agreement terms.
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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