Turn a verified Affinity investor into a 2chat contact
Keep investor follow-up ready in WhatsApp. Send Notis a webhook after checking the Affinity record, and add the person to 2chat only when their details are verified.
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.
Why this helps
Copying investor details between Affinity and WhatsApp adds friction and can create contacts with incomplete or incorrect information.
- Reduce manual copying between your CRM and WhatsApp tools.
- Require a verified first name and at least one contact detail before creating a contact.
- Start the workflow from a deliberate webhook request after reviewing the Affinity record.
Setup
Build it in a few focused steps.
- 1Connect Affinity and 2chat once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for verified investor contacts.
- 3In one instruction, ask Notis to use the Affinity information supplied with the request and create a 2chat contact only after confirming a first name and at least one contact detail.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real example through the webhook and review the run report and resulting contact.
Questions about this workflow
Does Affinity start this workflow automatically?
No. Affinity has no trigger event in this package. An HTTP request to the Notis webhook starts the automation.
What must be confirmed before creating the 2chat contact?
The person must have a first name and at least one verified contact detail, such as an email, phone number, or address.
Does Notis copy every Affinity record into 2chat?
No. The instruction should limit creation to the verified person details supplied with the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to 2chat. A trigger fires from one place; an action lands in another.
Affinity triggers
2chat actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Creates a new contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Usage Info
Retrieves current usage and account information.
List Contacts
Lists the contacts in your account.
List Webhook Subscriptions
Lists webhook subscriptions for messaging and phone call events.
Test API Key
Checks whether authentication is valid and retrieves account information.
Connect any two apps with Notis in the middle.
Affinity and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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