Follow up with whitepaper requesters who opted in
Let a scheduled review find new request documents and create Campayn contacts only for people with recorded consent.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Creates a new contact in a list.
Why this helps
Whitepaper requests may arrive in batches, making timely, permission-aware follow-up hard to manage manually.
- Review new request documents on a chosen schedule.
- Require explicit consent before contact creation.
- Get a report when details or permission need review.
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 recurring schedule and specify which new documents to review.
- 4Choose where run reports should go.
- 5Test with one real request document and confirm the schedule window.
Questions about this workflow
Does Affinda start this workflow when a document arrives?
No. Affinda has no listed trigger events here. The recurring Notis schedule starts the review.
What if the document does not record consent?
Instruct Notis to skip contact creation and include the case in its report for review.
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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