Prepare investor outreach packets from Affinity
Bring the right relationship context into a document packet without starting from a blank page.
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
Outreach preparation can stall when contact context and supporting deal information have to be collected again.
- Use supplied contact and deal context in an outreach packet.
- Generate a PDF from a Documint template.
- Make it easier to prepare consistent supporting materials for investor outreach.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Documint once in the Notis portal.
- 2Create an automation and describe the outreach packet 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 Notis choose contacts from Affinity automatically?
This package uses a Notis webhook trigger, so the request must provide the relevant contact and deal context.
Is the generated file a PDF?
Yes. Documint Create Document merges JSON data into a template and generates a PDF with a URL valid for 24 hours.
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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