Turn an Affinity deal milestone into a signature request
Move a deal milestone into Docuseal without losing time to a second round of CRM context switching.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Submission
Creates and sends signature requests from an existing template.
Why this helps
A deal is ready for paperwork, but the template, signer details, and follow-up still need to be pulled together manually.
- Start signature requests from a milestone notification.
- Use the template and signer rules you provide in the prompt.
- Keep deal context and document sending in one workflow.
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 give it a name and prompt.
- 3Describe which milestone should start a Docuseal request, which template to use, and who should sign.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real milestone and confirm the intended template and signers.
Questions about this workflow
Does Affinity provide a trigger event for this workflow?
No Affinity trigger event is listed here. A webhook starts the automation when an HTTP request is sent to it.
Where do the template and signer instructions go?
Describe them in the automation prompt. Notis uses instructions rather than field mapping.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docuseal.