Create investor update PDFs from Affinity deal data
Turn a deal update into a polished investor document without rebuilding the details by 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
Investor updates can get delayed when deal information is scattered across Affinity and a document template.
- Reduce copy and paste between deal tracking and document creation.
- Create a PDF from a Documint template using the supplied deal details.
- Keep investor update preparation moving from one webhook request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Documint once in the Notis portal.
- 2Create an automation and describe the investor update PDF outcome in one instruction.
- 3Pick a Notis webhook trigger and choose where run reports go.
- 4Send one real Affinity deal example to test the generated PDF.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the automation. Affinity does not provide a listed trigger event here.
What information is used to create the PDF?
Notis can use deal and portfolio details supplied in the webhook request. Include any information your Documint template requires.
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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