Check template coverage for your Affinity pipeline
Get a regular view of available Docuseal templates alongside the deal types you care about in Affinity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Why this helps
It is easy to discover a missing or unclear agreement template only after a deal is ready to move.
- Review available templates on a schedule.
- Compare against deal categories you name in the prompt.
- Surface possible template gaps before paperwork is due.
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 provide its name and prompt.
- 3Describe which Affinity deal categories matter and what counts as a suitable template.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real pipeline review and check the reported template matches.
Questions about this workflow
Will this create or change templates?
No. This workflow lists templates and reports its findings for review.
How does Notis decide which template fits a deal category?
Provide your matching guidance in the prompt. Notis should report uncertainty or missing information rather than assume.
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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