Keep ready Affinity deals moving to signature
Let a scheduled review catch deals that are ready for an agreement, then start the signing process you specified.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Submission
Creates and sends signature requests from an existing template.
Why this helps
Deals can be ready for paperwork while the next step sits unnoticed in a busy pipeline.
- Review the pipeline on a cadence you choose.
- Apply readiness criteria stated in plain language.
- Reduce manual checks for deals awaiting paperwork.
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 enter its name and prompt.
- 3Describe how to identify ready deals, the Docuseal template to use, and the intended signers.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real deal before relying on scheduled runs.
Questions about this workflow
Can Notis know which deals are ready without instructions?
No. State the readiness criteria in the prompt, using information available from Affinity.
Can I control how often it checks?
Yes. Choose the recurring schedule when setting the automation trigger.
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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