Turn Qualified Affinity Deals Into Ready-to-Follow-Up Contacts
Keep promising investor and customer conversations moving by putting the right Affinity contact on an ActiveTrail list as soon as a deal is ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Mailing List Member
Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.
Why this helps
Qualified deals can sit in Affinity while someone remembers to copy contact details into the email marketing system.
- Reduce manual copying between deal tracking and email marketing.
- Get qualified contacts into the right follow-up list sooner.
- Keep the workflow prompt based and adaptable to your qualification criteria.
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 review the incoming Affinity deal update and add the contact to the specified ActiveTrail mailing list when your qualification criteria are met.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real Affinity deal update and confirm the contact appears on the intended list.
Questions about this workflow
Does Affinity start this workflow automatically?
Affinity has no listed trigger events here. A notis_webhook trigger starts the automation when an HTTP request is received; arrange for the relevant Affinity update to call that webhook.
What contact details can be added?
The ActiveTrail action supports an email or SMS number and optional contact details. Ask Notis to use only the details available from the Affinity update.
Can I specify which deals qualify?
Yes. State your qualification criteria in the automation instruction. Notis evaluates the information provided in the incoming update; any missing criteria or history must be supplied.
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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