Start due diligence research from an Affinity deal update
Move a deal into deeper research as soon as its context is ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Start Agent Job
Starts a new job with an existing agent.
Why this helps
Due diligence can slip between a pipeline update and the next manual research session.
- Start an existing due diligence agent from a deal update.
- Keep research tied to the reason the job was started.
- Reduce manual handoffs between pipeline review and research.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agenty once in Notis.
- 2Create an automation and describe when the due diligence agent should run and what context it needs.
- 3Choose the webhook trigger and include the relevant deal details and agent identifier.
- 4Choose where run reports should go.
- 5Test with one real deal and confirm the intended agent job starts.
Questions about this workflow
Does the workflow create a due diligence agent?
No. It starts a job for an existing agent, so identify the agent to use.
Can the job receive deal context?
Include the relevant details in the automation instruction and webhook request, subject to the agent's input configuration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Agenty. A trigger fires from one place; an action lands in another.
Affinity triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add List Rows
Add rows to an existing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates an agent for web scraping, monitoring, or crawling.
Get Agent Templates
Lists public agent templates and sample agents.
Delete Agent by ID
Permanently deletes an agent.
Fetch all agents
Lists all active agents in the account.
Get Agent by ID
Retrieves the details and configuration of an agent.
Update Agent by ID
Updates an existing agent’s configuration and details.
Create API Key
Creates an API key for programmatic access to your account.
Connect any two apps with Notis in the middle.
Affinity and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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