Skip to content
Notis

Keep investor outreach follow-ups visible

Put the next investor follow-up where your team can see it.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Publish Message to Channel

Publishes a message to a channel.

Why this helps

Investor outreach can stall when follow-up context is scattered across records and messages.

  • Surface outreach updates without switching back to Affinity.
  • Make the next step clear when the incoming data includes one.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Ably once in the Notis portal.
  • 2Create an automation and tell Notis to summarize the outreach update and publish it to an Ably channel.
  • 3Pick a webhook trigger that receives the relevant Affinity outreach update.
  • 4Choose where run reports should go.
  • 5Test with one real outreach update.

Questions about this workflow

Can Notis invent a missing follow-up date?

No. It can use a date supplied in the incoming update or note that no date was provided.

Can I choose which Ably channel receives the message?

Yes. Name the channel in your instruction when creating the automation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Ably. A trigger fires from one place; an action lands in another.

Affinity triggers

Ably actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Query Batch Presence

Retrieves presence states for members across multiple channels.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Query Batch Presence History

Retrieves presence history for members across multiple channels.

ActionInstant

Delete Channel Subscription

Unsubscribes devices or clients from channel push notifications.

ActionInstant

Get Channel Details

Retrieves a channel’s status, activity, and occupancy details.

ActionInstant

Get Channel History

Retrieves the message history for a channel.

ActionInstant

Get Channel Presence

Get the members currently connected and active on a channel.

ActionInstant

Get Channel Presence History

Retrieves the presence event history for a channel.

ActionInstant

Get Message Versions

Retrieve all historical versions of a channel message, including updates and deletions.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Ably, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ably.