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Notis

Review generated Documint documents from Affinity workflows

Make a regular check of the documents generated through your deal and relationship processes.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Documents

Lists documents in your Documint account.

Why this helps

Generated documents are easy to overlook when their creation happens across multiple deal workflows.

  • Retrieve the documents in the authenticated Documint account.
  • Review generated document outputs on a recurring schedule.
  • Use a run report to keep the document check visible.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Documint once in the Notis portal.
  • 2Create an automation and describe the scheduled document review outcome in one instruction.
  • 3Pick a Notis cron schedule and choose where run reports go.
  • 4Test by retrieving the current Documint document list.

Questions about this workflow

Can this find documents for one specific Affinity deal?

The listed action returns all documents in the authenticated Documint account. A deal-specific relationship may require information not provided by that action.

What does the schedule trigger?

A Notis cron schedule starts the automation at the recurring time you select.

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.

TriggerScheduled

Delete Template

Permanently deletes a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document

Creates a PDF from template data and returns a download link valid for 24 hours.

ActionInstant

Get Template

Retrieves a template’s details.

ActionInstant

List Documents

Lists documents in your Documint account.

ActionInstant

List Templates

Lists templates in your account.

ActionInstant

Update Template

Updates a template’s settings or layout.

ActionInstant

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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