Turn an Affinity contact handoff into a signing link
Create one Docuseal signing link per intended contact when your outreach process signals that it is time.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Submissions From Emails
Creates a submission for a template and sends each recipient a unique signing link.
Why this helps
After a contact agrees to review a document, generating and sending individual signing links adds another manual step.
- Create a separate signing link for each specified email.
- Use an existing Docuseal template for the request.
- Move from contact handoff to document workflow with less re-entry.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add its name and prompt.
- 3Describe which contact handoff should start submissions, the template to use, and the intended email addresses.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real contact handoff and check the resulting submission links.
Questions about this workflow
Does this send to every contact in Affinity?
No. The prompt should specify which handoff qualifies and which email addresses should receive links.
What does this Docuseal action do?
It creates submissions for a template and sends unique submission links to specified email addresses.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docuseal. A trigger fires from one place; an action lands in another.
Affinity triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
Archives a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Submission
Archives a submission, which can be restored and is not permanently deleted.
Create Submission From PDF
Creates and sends a one-off PDF submission for electronic signature.
Clone Template (v2)
Clones an existing template into a new template.
Create Template from HTML
Creates a fillable document template from HTML.
Create Submission
Creates and sends signature requests from an existing template.
Get Template
Retrieves a template’s details.
Create Submissions From Emails
Creates a submission for a template and sends each recipient a unique signing link.
Connect any two apps with Notis in the middle.
Affinity and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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