Create deal brief PDFs from Affinity
Prepare a shareable deal brief from information already gathered in your pipeline.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
A deal brief takes extra effort when its key details have to be reassembled for every review or conversation.
- Create a reusable deal brief from supplied pipeline details.
- Use a Documint template to produce the PDF.
- Avoid manually recreating a brief for each deal review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Documint once in the Notis portal.
- 2Create an automation and describe the deal brief PDF outcome in one instruction.
- 3Pick a Notis webhook trigger and choose where run reports go.
- 4Send one real deal example to test the generated PDF.
Questions about this workflow
What should the webhook request include?
Include the deal details needed by your instruction and Documint template. Affinity history or fields not included in the request may need to be supplied separately.
Can I use an existing Documint layout?
Yes. The Create Document action merges supplied JSON data into a template to generate a PDF.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Documint. A trigger fires from one place; an action lands in another.
Affinity triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Affinity and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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