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Notis

Review Documint templates used with Affinity

Keep track of the document templates available for your recurring deal and relationship workflows.

Trigger

Recurring schedule

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

Action

List Templates

Lists templates in your account.

Why this helps

It is easy to lose track of which templates are available when several Affinity workflows produce different documents.

  • Retrieve the authenticated account's Documint template list.
  • Review available layouts without opening each template one by one.
  • Get a recurring inventory for document workflow planning.

Setup

Build it in a few focused steps.

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

Questions about this workflow

Does this update or delete templates?

No. It uses the List Templates action to retrieve the templates in the authenticated account.

Why connect Affinity for a template inventory?

The inventory supports document workflows used alongside Affinity. The scheduled trigger is native to Notis.

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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