Keep approved case study interviews moving
Turn approval paperwork into a clear follow-up contact so interview planning does not stall in a folder.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact in a list.
Why this helps
Founders often lose momentum between receiving customer approval and scheduling the case study conversation.
- Create a contact after approval is recorded.
- Reduce delays between approval and interview planning.
- Report unclear or incomplete contact details.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Campayn once in the Notis portal.
- 2Create an automation and describe the outcome in one instruction.
- 3Choose a webhook trigger for each approval form.
- 4Choose where run reports should go.
- 5Test with one approved form and one form missing approval.
Questions about this workflow
Will Notis schedule the interview?
No. This workflow creates a Campayn contact for follow-up. It does not schedule a meeting.
Can the workflow infer approval from a signature alone?
Specify what the form must say to count as approval. Ask Notis to flag uncertain cases instead of inferring permission.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Campayn. A trigger fires from one place; an action lands in another.
Affinda triggers
Campayn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Creates a new contact in a list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact
Permanently deletes a contact.
Delete List
Deletes a contact list.
Delete webform
Permanently removes a web form from a contact list.
Get Contact
Retrieves the details of a specific contact.
Get Contacts
Retrieves contacts from a contact list.
Get Lists
Retrieves all available contact lists.
Get Message
Retrieves engagement statistics for an email message.
Connect any two apps with Notis in the middle.
Affinda and Campayn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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