Prepare Investor Outreach Campaign Drafts From Deal Updates
Move from a meaningful Affinity pipeline change to a campaign draft without losing time rebuilding the context by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Campaign
Creates an email campaign in draft unless configured to send it.
Why this helps
Writing a relevant investor update takes time, and the deal context can get lost between the CRM and campaign tool.
- Reduce the time from deal context to a reviewable campaign draft.
- Keep campaign creation tied to a specific incoming Affinity update.
- Leave the campaign in draft status for review before sending.
Setup
Build it in a few focused steps.
- 1Connect Affinity and ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to use the incoming Affinity deal update to create an ActiveTrail campaign draft for the named groups, using only supplied facts and approved messaging guidance.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real deal update and review the resulting draft in ActiveTrail.
Questions about this workflow
Will this campaign be sent automatically?
The Create Campaign action creates a draft unless is_sent is set to true. Ask Notis to leave it in draft for review.
Can the workflow write investor claims from incomplete deal data?
The instruction should limit the campaign to facts supplied by the update or approved guidance. Missing deal facts must be provided rather than assumed.
What starts the workflow?
An HTTP request to the Notis webhook starts it. Since Affinity has no listed trigger events, the relevant Affinity update must be arranged to call that webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to ActiveTrail. A trigger fires from one place; an action lands in another.
Affinity triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Adds a contact to a group, creating the contact if needed.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Retrieves daily statistics on subscribed and unsubscribed contact counts.
Add Mailing List Member
Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.
Create a New Group
Creates an empty contact group.
Create Contact
Creates a new contact.
Create Campaign
Creates an email campaign in draft unless configured to send it.
Create Content Category
Creates a content category.
Create Campaign for Contacts
Creates and sends an email campaign to selected contacts.
Connect any two apps with Notis in the middle.
Affinity and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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