Generate investor introduction letters from Affinity
Create a consistent introduction letter while the relationship context is already at hand.
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
Preparing an introduction letter often means switching between contact records, deal context, and a document template.
- Keep contact and deal context together in the document request.
- Generate a PDF from a Documint template.
- Reduce the steps between deciding to make an introduction and preparing the letter.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Documint once in the Notis portal.
- 2Create an automation and describe the introduction letter outcome in one instruction.
- 3Pick a Notis webhook trigger and choose where run reports go.
- 4Send one real contact and deal example to test the generated PDF.
Questions about this workflow
Can the workflow decide what to say in the letter?
Notis can use the information in the webhook request and your instruction. Include the relationship context and any required wording or facts.
Does Affinity start the workflow directly?
The workflow starts when an HTTP request reaches its Notis webhook. Affinity has no trigger event listed for this package.
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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