Turn an Affinity deal update into a signed NDA request
Move from investor conversation to signature without rebuilding the context by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Signature Request
Create and send a signature request by email to the designated signers.
Why this helps
Preparing an NDA request means switching apps, finding the right contact, and re-entering deal details while the conversation is moving.
- Reduce app switching when an investor is ready to review an NDA.
- Use the incoming webhook details to identify the relevant deal and contact.
- Keep the send instruction in plain language.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dropbox Sign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the incoming Affinity deal details and send the approved NDA for signature to the identified investor.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal and confirm the document and signer before relying on it.
Questions about this workflow
Does Affinity provide a built-in trigger for this workflow?
No. Affinity has no listed trigger events here, so start the automation with a Notis webhook and send it the relevant deal details.
Will Notis choose an NDA template automatically?
Your instruction should identify the approved document or template and the signer. Provide any missing details rather than asking Notis to guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dropbox sign. A trigger fires from one place; an action lands in another.
Affinity triggers
Dropbox sign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite User to Team
Invite a user to join your team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Template
Grant an account access to a template.
Bulk create embedded signature request with template
Create a bulk job for embedded template-based signature requests.
Bulk send with template
Create a bulk job to send template-based signature requests.
Cancel Signature Request
Cancel a pending signature request asynchronously; once canceled, it cannot be restored.
Create Dropbox Sign Account
Create a new account associated with an email address.
Create API App
Register a new API app for integration.
Create Embedded Signature Request
Create a signature request for signing within an embedded frame.
Connect any two apps with Notis in the middle.
Affinity and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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